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
376
$93K 0.01%
2,395
+72
377
$91K 0.01%
4,997
-48
378
$88K 0.01%
1,690
+700
379
$87K 0.01%
1,200
380
$86K 0.01%
2,764
-417
381
$84K ﹤0.01%
13,396
382
$82K ﹤0.01%
+800
383
$82K ﹤0.01%
563
384
$81K ﹤0.01%
263
+121
385
$79K ﹤0.01%
845
-169
386
$75K ﹤0.01%
350
387
$75K ﹤0.01%
525
-45
388
$75K ﹤0.01%
+1,240
389
$71K ﹤0.01%
437
+293
390
$69K ﹤0.01%
1,026
-294
391
$69K ﹤0.01%
892
392
$68K ﹤0.01%
526
393
$67K ﹤0.01%
1,219
+731
394
$67K ﹤0.01%
649
395
$67K ﹤0.01%
856
+313
396
$66K ﹤0.01%
792
+242
397
$65K ﹤0.01%
1,125
-11,463
398
$64K ﹤0.01%
839
+600
399
$63K ﹤0.01%
850
400
$62K ﹤0.01%
1,281
-7
14 15
16
17 18