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
526
$16K ﹤0.01%
5,000
527
$15K ﹤0.01%
1,000
528
$15K ﹤0.01%
936
529
$15K ﹤0.01%
48
-4
530
$15K ﹤0.01%
+525
531
$15K ﹤0.01%
245
-13
532
$15K ﹤0.01%
563
-38
533
$15K ﹤0.01%
970
-200
534
$14K ﹤0.01%
129
+114
535
$14K ﹤0.01%
489
-9
536
$14K ﹤0.01%
+2,100
537
$14K ﹤0.01%
215
-41,775
538
$14K ﹤0.01%
917
539
$14K ﹤0.01%
287
+45
540
$14K ﹤0.01%
522
-58
541
$14K ﹤0.01%
450
542
$14K ﹤0.01%
+130
543
$13K ﹤0.01%
+1,720
544
$13K ﹤0.01%
275
545
$13K ﹤0.01%
95
-11
546
$13K ﹤0.01%
107
+57
547
$13K ﹤0.01%
500
548
$13K ﹤0.01%
+1,645
549
$13K ﹤0.01%
61
-5
550
$13K ﹤0.01%
+3,500
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