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
476
$26K ﹤0.01%
1,000
-141
477
$26K ﹤0.01%
102
-11
478
$25K ﹤0.01%
210
479
$25K ﹤0.01%
300
480
$25K ﹤0.01%
2,611
-23
481
$25K ﹤0.01%
965
-620
482
$25K ﹤0.01%
2,452
483
$24K ﹤0.01%
100
484
$24K ﹤0.01%
198
-924
485
$24K ﹤0.01%
+313
486
$23K ﹤0.01%
1,176
+571
487
$23K ﹤0.01%
112
+12
488
$23K ﹤0.01%
2,028
+32
489
$23K ﹤0.01%
1,491
+434
490
$23K ﹤0.01%
102
491
$22K ﹤0.01%
29
492
$22K ﹤0.01%
100
+84
493
$21K ﹤0.01%
+300
494
$21K ﹤0.01%
94
+64
495
$21K ﹤0.01%
+686
496
$20K ﹤0.01%
400
497
$20K ﹤0.01%
450
+354
498
$20K ﹤0.01%
+800
499
$20K ﹤0.01%
110
-20
500
$20K ﹤0.01%
500
18 19
20
21 22