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
401
$62K ﹤0.01%
150
402
$61K ﹤0.01%
+370
403
$60K ﹤0.01%
746
404
$60K ﹤0.01%
330
-3,934
405
$59K ﹤0.01%
181
406
$59K ﹤0.01%
734
-499
407
$56K ﹤0.01%
377
-56
408
$55K ﹤0.01%
2,173
+2,092
409
$54K ﹤0.01%
511
+298
410
$54K ﹤0.01%
1,046
-388
411
$54K ﹤0.01%
+503
412
$54K ﹤0.01%
1,500
-58
413
$54K ﹤0.01%
2,250
414
$53K ﹤0.01%
281
415
$53K ﹤0.01%
2,300
416
$52K ﹤0.01%
498
-3,829
417
$51K ﹤0.01%
1,820
+911
418
$51K ﹤0.01%
376
+15
419
$51K ﹤0.01%
238
420
$51K ﹤0.01%
208
-10
421
$50K ﹤0.01%
354
422
$50K ﹤0.01%
258
-8
423
$50K ﹤0.01%
1,706
424
$50K ﹤0.01%
+130
425
$49K ﹤0.01%
1,500
15 16
17
18 19