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
426
$47K ﹤0.01%
1,287
427
$46K ﹤0.01%
722
428
$46K ﹤0.01%
+2,483
429
$45K ﹤0.01%
96
-111
430
$44K ﹤0.01%
208
+76
431
$44K ﹤0.01%
1,336
+460
432
$43K ﹤0.01%
580
-50
433
$42K ﹤0.01%
516
-3,641
434
$42K ﹤0.01%
1,041
-175
435
$42K ﹤0.01%
325
+100
436
$41K ﹤0.01%
+3,959
437
$40K ﹤0.01%
1,800
438
$39K ﹤0.01%
1,260
-49,401
439
$39K ﹤0.01%
1,170
-30
440
$38K ﹤0.01%
621
+277
441
$38K ﹤0.01%
500
442
$38K ﹤0.01%
150
+86
443
$37K ﹤0.01%
500
444
$36K ﹤0.01%
1,187
+765
445
$36K ﹤0.01%
1,552
-1,090
446
$34K ﹤0.01%
430
-1,900
447
$34K ﹤0.01%
375
+115
448
$34K ﹤0.01%
+1,246
449
$34K ﹤0.01%
+200
450
$33K ﹤0.01%
820
16 17
18
19 20