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
576
$9K ﹤0.01%
192
+52
577
$9K ﹤0.01%
49
-18
578
$9K ﹤0.01%
+123
579
$9K ﹤0.01%
+250
580
$9K ﹤0.01%
167
-8
581
$8K ﹤0.01%
146
-52,490
582
$8K ﹤0.01%
200
583
$8K ﹤0.01%
220
584
$8K ﹤0.01%
312
585
$8K ﹤0.01%
43
-7
586
$8K ﹤0.01%
466
+217
587
$8K ﹤0.01%
100
588
$8K ﹤0.01%
311
589
$8K ﹤0.01%
100
590
$8K ﹤0.01%
2,225
591
$8K ﹤0.01%
345
592
$8K ﹤0.01%
208
+38
593
$8K ﹤0.01%
100
594
$8K ﹤0.01%
63
+12
595
$8K ﹤0.01%
+90
596
$8K ﹤0.01%
+150
597
$8K ﹤0.01%
34
598
$7K ﹤0.01%
+35
599
$7K ﹤0.01%
32
-7
600
$7K ﹤0.01%
264
+204
22 23
24
25 26