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
576
$9K ﹤0.01%
49
-18
577
$9K ﹤0.01%
+123
578
$9K ﹤0.01%
+250
579
$9K ﹤0.01%
167
-8
580
$8K ﹤0.01%
146
-52,490
581
$8K ﹤0.01%
200
582
$8K ﹤0.01%
220
583
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312
584
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43
-7
585
$8K ﹤0.01%
466
+217
586
$8K ﹤0.01%
100
587
$8K ﹤0.01%
311
588
$8K ﹤0.01%
100
589
$8K ﹤0.01%
345
590
$8K ﹤0.01%
208
+38
591
$8K ﹤0.01%
100
592
$8K ﹤0.01%
63
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593
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594
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+150
595
$8K ﹤0.01%
34
596
$7K ﹤0.01%
32
-7
597
$7K ﹤0.01%
264
+204
598
$7K ﹤0.01%
+1,230
599
$7K ﹤0.01%
888
600
$7K ﹤0.01%
236
-38
22 23
24
25 26