MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$10.9M
3
+$6.92M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.99M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.4M

Top Sells

1
+$4.87M
2
+$4.33M
3
+$4.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.65M
5
MA icon
Mastercard
MA
+$3.57M

Sector Composition

1 Technology 16.04%
2 Financials 9.36%
3 Healthcare 9.22%
4 Consumer Discretionary 8.97%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$145K 0.01%
7,597
-1,378
352
$144K 0.01%
497
+447
353
$143K 0.01%
2,673
-1,715
354
$137K 0.01%
3,861
355
$133K 0.01%
4,344
-24,102
356
$132K 0.01%
1,224
+44
357
$130K 0.01%
558
+60
358
$128K 0.01%
1,600
359
$127K 0.01%
534
-6
360
$122K 0.01%
653
361
$119K 0.01%
736
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362
$119K 0.01%
1,125
363
$115K 0.01%
2,326
+326
364
$115K 0.01%
1,053
-16,674
365
$114K 0.01%
2,081
+458
366
$111K 0.01%
+2,879
367
$110K 0.01%
675
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368
$103K 0.01%
581
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369
$103K 0.01%
1,720
-380
370
$103K 0.01%
+4,773
371
$100K 0.01%
3,420
372
$100K 0.01%
980
-160
373
$97K 0.01%
3,000
-14,781
374
$94K 0.01%
1,765
375
$94K 0.01%
965
-3
13 14
15
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