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
626
$6K ﹤0.01%
333
627
$6K ﹤0.01%
383
628
$6K ﹤0.01%
89
629
$6K ﹤0.01%
78
-2
630
$6K ﹤0.01%
+136
631
$6K ﹤0.01%
+38
632
$6K ﹤0.01%
75
-860
633
$5K ﹤0.01%
73
634
$5K ﹤0.01%
+25
635
$5K ﹤0.01%
155
636
$5K ﹤0.01%
+96
637
$5K ﹤0.01%
175
+155
638
$5K ﹤0.01%
99
639
$5K ﹤0.01%
+26
640
$5K ﹤0.01%
56
641
$5K ﹤0.01%
85
-3
642
$5K ﹤0.01%
+102
643
$5K ﹤0.01%
120
-20
644
$5K ﹤0.01%
+60
645
$5K ﹤0.01%
+540
646
$5K ﹤0.01%
114
+35
647
$5K ﹤0.01%
100
648
$4K ﹤0.01%
+31
649
$4K ﹤0.01%
200
650
$4K ﹤0.01%
+36
24 25
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