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
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$20K ﹤0.01%
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92
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505
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507
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450
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510
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123
511
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100
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513
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587
514
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100
515
$17K ﹤0.01%
663
516
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422
-48
517
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575
518
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50
-4
519
$16K ﹤0.01%
1,236
520
$16K ﹤0.01%
110
-329
521
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186
522
$16K ﹤0.01%
53
-5
523
$16K ﹤0.01%
1,043
524
$16K ﹤0.01%
69
-2
525
$16K ﹤0.01%
+250
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