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
501
$20K ﹤0.01%
458
-15
502
$19K ﹤0.01%
92
+65
503
$19K ﹤0.01%
335
504
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202
-1
505
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155
506
$18K ﹤0.01%
215
-24
507
$18K ﹤0.01%
55
508
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450
+369
509
$18K ﹤0.01%
123
510
$18K ﹤0.01%
100
-11
511
$18K ﹤0.01%
464
512
$17K ﹤0.01%
587
513
$17K ﹤0.01%
100
514
$17K ﹤0.01%
663
515
$17K ﹤0.01%
422
-48
516
$17K ﹤0.01%
575
517
$16K ﹤0.01%
50
-4
518
$16K ﹤0.01%
1,236
519
$16K ﹤0.01%
110
-329
520
$16K ﹤0.01%
186
521
$16K ﹤0.01%
53
-5
522
$16K ﹤0.01%
1,043
523
$16K ﹤0.01%
69
-2
524
$16K ﹤0.01%
+250
525
$16K ﹤0.01%
+820
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