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
476
$26K ﹤0.01%
102
-11
477
$25K ﹤0.01%
210
478
$25K ﹤0.01%
300
479
$25K ﹤0.01%
2,611
-23
480
$25K ﹤0.01%
965
-620
481
$25K ﹤0.01%
2,452
482
$24K ﹤0.01%
100
483
$24K ﹤0.01%
198
-924
484
$24K ﹤0.01%
+313
485
$23K ﹤0.01%
1,176
+571
486
$23K ﹤0.01%
112
+12
487
$23K ﹤0.01%
2,028
+32
488
$23K ﹤0.01%
1,491
+434
489
$23K ﹤0.01%
102
490
$22K ﹤0.01%
29
491
$22K ﹤0.01%
100
+84
492
$21K ﹤0.01%
+300
493
$21K ﹤0.01%
94
+64
494
$21K ﹤0.01%
+686
495
$20K ﹤0.01%
400
496
$20K ﹤0.01%
450
+354
497
$20K ﹤0.01%
+800
498
$20K ﹤0.01%
110
-20
499
$20K ﹤0.01%
500
500
$20K ﹤0.01%
200
18 19
20
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