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
401
$61K ﹤0.01%
+370
402
$60K ﹤0.01%
746
403
$60K ﹤0.01%
330
-3,934
404
$59K ﹤0.01%
181
405
$59K ﹤0.01%
734
-499
406
$56K ﹤0.01%
377
-56
407
$55K ﹤0.01%
2,173
+2,092
408
$54K ﹤0.01%
511
+298
409
$54K ﹤0.01%
1,046
-388
410
$54K ﹤0.01%
+503
411
$54K ﹤0.01%
1,500
-58
412
$54K ﹤0.01%
2,250
413
$53K ﹤0.01%
2,300
414
$53K ﹤0.01%
281
415
$52K ﹤0.01%
498
-3,829
416
$51K ﹤0.01%
1,820
+911
417
$51K ﹤0.01%
376
+15
418
$51K ﹤0.01%
238
419
$51K ﹤0.01%
208
-10
420
$50K ﹤0.01%
354
421
$50K ﹤0.01%
258
-8
422
$50K ﹤0.01%
1,706
423
$50K ﹤0.01%
+130
424
$49K ﹤0.01%
1,500
425
$48K ﹤0.01%
225
-15
15 16
17
18 19