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
426
$48K ﹤0.01%
225
-15
427
$47K ﹤0.01%
1,287
428
$46K ﹤0.01%
722
429
$46K ﹤0.01%
+2,483
430
$45K ﹤0.01%
96
-111
431
$44K ﹤0.01%
208
+76
432
$44K ﹤0.01%
1,336
+460
433
$43K ﹤0.01%
290
-25
434
$42K ﹤0.01%
516
-3,641
435
$42K ﹤0.01%
1,041
-175
436
$42K ﹤0.01%
325
+100
437
$41K ﹤0.01%
+3,959
438
$40K ﹤0.01%
1,800
439
$39K ﹤0.01%
1,260
-49,401
440
$39K ﹤0.01%
1,170
-30
441
$38K ﹤0.01%
500
442
$38K ﹤0.01%
150
+86
443
$38K ﹤0.01%
621
+277
444
$37K ﹤0.01%
500
445
$36K ﹤0.01%
1,187
+765
446
$36K ﹤0.01%
1,552
-1,090
447
$34K ﹤0.01%
430
-1,900
448
$34K ﹤0.01%
375
+115
449
$34K ﹤0.01%
+1,246
450
$34K ﹤0.01%
+200
16 17
18
19 20