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
451
$33K ﹤0.01%
820
452
$33K ﹤0.01%
643
-15,982
453
$32K ﹤0.01%
568
-65
454
$32K ﹤0.01%
139
-16
455
$32K ﹤0.01%
491
-148
456
$32K ﹤0.01%
370
-34
457
$31K ﹤0.01%
+1,250
458
$31K ﹤0.01%
516
-8,378
459
$31K ﹤0.01%
2,666
460
$31K ﹤0.01%
300
461
$30K ﹤0.01%
+609
462
$30K ﹤0.01%
204
-9
463
$29K ﹤0.01%
200
+100
464
$28K ﹤0.01%
429
-47
465
$28K ﹤0.01%
454
466
$28K ﹤0.01%
300
+200
467
$28K ﹤0.01%
404
468
$28K ﹤0.01%
680
+252
469
$28K ﹤0.01%
118
+78
470
$27K ﹤0.01%
+2,700
471
$27K ﹤0.01%
655
472
$27K ﹤0.01%
1,000
473
$26K ﹤0.01%
113
+4
474
$26K ﹤0.01%
436
-37,829
475
$26K ﹤0.01%
+1,333
17 18
19
20 21