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
601
$7K ﹤0.01%
+1,230
602
$7K ﹤0.01%
888
603
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236
-38
604
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+65
605
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33
+21
606
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+53
607
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182
608
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109
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610
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+76
611
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182
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612
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167
613
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189
-53
614
$7K ﹤0.01%
100
615
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146
616
$7K ﹤0.01%
189
617
$7K ﹤0.01%
1,000
618
$6K ﹤0.01%
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619
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108
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620
$6K ﹤0.01%
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621
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200
622
$6K ﹤0.01%
+55
623
$6K ﹤0.01%
148
624
$6K ﹤0.01%
218
+200
625
$6K ﹤0.01%
47
-126
23 24
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