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
526
$16K ﹤0.01%
+820
527
$16K ﹤0.01%
5,000
528
$15K ﹤0.01%
1,000
529
$15K ﹤0.01%
936
530
$15K ﹤0.01%
48
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531
$15K ﹤0.01%
+525
532
$15K ﹤0.01%
245
-13
533
$15K ﹤0.01%
563
-38
534
$15K ﹤0.01%
485
-100
535
$14K ﹤0.01%
+130
536
$14K ﹤0.01%
129
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537
$14K ﹤0.01%
489
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538
$14K ﹤0.01%
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539
$14K ﹤0.01%
215
-41,775
540
$14K ﹤0.01%
917
541
$14K ﹤0.01%
287
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542
$14K ﹤0.01%
522
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543
$14K ﹤0.01%
450
544
$13K ﹤0.01%
275
545
$13K ﹤0.01%
95
-11
546
$13K ﹤0.01%
+1,720
547
$13K ﹤0.01%
107
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548
$13K ﹤0.01%
500
549
$13K ﹤0.01%
+1,645
550
$13K ﹤0.01%
61
-5
20 21
22
23 24