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
651
$4K ﹤0.01%
+12
652
$4K ﹤0.01%
35
653
$4K ﹤0.01%
409
-54
654
$4K ﹤0.01%
110
-55
655
$4K ﹤0.01%
15
-45
656
$4K ﹤0.01%
+29
657
$4K ﹤0.01%
+27
658
$4K ﹤0.01%
100
-27
659
$4K ﹤0.01%
206
660
$4K ﹤0.01%
100
661
$4K ﹤0.01%
67
-22
662
$4K ﹤0.01%
30
+23
663
$4K ﹤0.01%
+17
664
$4K ﹤0.01%
+30
665
$3K ﹤0.01%
+22
666
$3K ﹤0.01%
20
-50
667
$3K ﹤0.01%
+30
668
$3K ﹤0.01%
188
669
$3K ﹤0.01%
82
670
$3K ﹤0.01%
86
-6,306
671
$3K ﹤0.01%
+300
672
$3K ﹤0.01%
208
673
$3K ﹤0.01%
+73
674
$3K ﹤0.01%
+244
675
$2K ﹤0.01%
+70
25 26
27
28 29