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
651
$4K ﹤0.01%
200
652
$4K ﹤0.01%
+36
653
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+12
654
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35
655
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409
-54
656
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110
-55
657
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15
-45
658
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659
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+27
660
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100
-27
661
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206
662
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100
663
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67
-22
664
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30
+23
665
$4K ﹤0.01%
+17
666
$4K ﹤0.01%
+30
667
$3K ﹤0.01%
+22
668
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20
-50
669
$3K ﹤0.01%
+30
670
$3K ﹤0.01%
188
671
$3K ﹤0.01%
82
672
$3K ﹤0.01%
86
-6,306
673
$3K ﹤0.01%
+300
674
$3K ﹤0.01%
208
675
$3K ﹤0.01%
+73
25 26
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