MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
+$24.2M
2
+$11.2M
3
+$7.04M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.99M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.44M

Top Sells

1
+$4.84M
2
+$4.37M
3
+$4.27M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.67M
5
MA icon
Mastercard
MA
+$3.43M

Sector Composition

1 Technology 16.04%
2 Financials 9.36%
3 Healthcare 9.19%
4 Consumer Discretionary 8.97%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$91K 0.01%
4,997
-48
377
$88K 0.01%
1,690
+700
378
$87K 0.01%
1,200
379
$86K 0.01%
2,764
-417
380
$84K ﹤0.01%
13,396
381
$82K ﹤0.01%
563
382
$82K ﹤0.01%
+800
383
$81K ﹤0.01%
263
+121
384
$79K ﹤0.01%
845
-169
385
$75K ﹤0.01%
350
386
$75K ﹤0.01%
525
-45
387
$75K ﹤0.01%
+1,240
388
$71K ﹤0.01%
437
+293
389
$69K ﹤0.01%
892
390
$69K ﹤0.01%
1,026
-294
391
$68K ﹤0.01%
526
392
$67K ﹤0.01%
856
+313
393
$67K ﹤0.01%
649
394
$67K ﹤0.01%
1,219
+731
395
$66K ﹤0.01%
792
+242
396
$65K ﹤0.01%
1,125
-11,463
397
$64K ﹤0.01%
839
+600
398
$63K ﹤0.01%
850
399
$62K ﹤0.01%
150
400
$62K ﹤0.01%
1,281
-7
14 15
16
17 18