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
551
$13K ﹤0.01%
70
552
$12K ﹤0.01%
1,000
553
$12K ﹤0.01%
286
554
$12K ﹤0.01%
+250
555
$12K ﹤0.01%
+816
556
$12K ﹤0.01%
1,258
557
$12K ﹤0.01%
245
+45
558
$12K ﹤0.01%
+26
559
$11K ﹤0.01%
880
-96
560
$11K ﹤0.01%
376
-42
561
$11K ﹤0.01%
+930
562
$11K ﹤0.01%
1,704
563
$11K ﹤0.01%
490
564
$11K ﹤0.01%
200
565
$11K ﹤0.01%
1,000
566
$10K ﹤0.01%
+588
567
$10K ﹤0.01%
404
568
$10K ﹤0.01%
160
569
$10K ﹤0.01%
+100
570
$10K ﹤0.01%
367
-648
571
$9K ﹤0.01%
550
572
$9K ﹤0.01%
+1,069
573
$9K ﹤0.01%
+78
574
$9K ﹤0.01%
+208
575
$9K ﹤0.01%
384
+104
21 22
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