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
451
$33K ﹤0.01%
643
-15,982
452
$32K ﹤0.01%
1,358
-155
453
$32K ﹤0.01%
139
-16
454
$32K ﹤0.01%
491
-148
455
$32K ﹤0.01%
370
-34
456
$31K ﹤0.01%
+1,250
457
$31K ﹤0.01%
516
-8,378
458
$31K ﹤0.01%
2,666
459
$31K ﹤0.01%
300
460
$30K ﹤0.01%
+609
461
$30K ﹤0.01%
204
-9
462
$29K ﹤0.01%
200
+100
463
$28K ﹤0.01%
429
-47
464
$28K ﹤0.01%
454
465
$28K ﹤0.01%
300
+200
466
$28K ﹤0.01%
404
467
$28K ﹤0.01%
680
+252
468
$28K ﹤0.01%
118
+78
469
$27K ﹤0.01%
+2,700
470
$27K ﹤0.01%
655
471
$27K ﹤0.01%
1,000
472
$26K ﹤0.01%
113
+4
473
$26K ﹤0.01%
436
-37,829
474
$26K ﹤0.01%
+1,333
475
$26K ﹤0.01%
1,000
-141
17 18
19
20 21