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
676
$3K ﹤0.01%
+244
677
$2K ﹤0.01%
8,700
678
$2K ﹤0.01%
18
679
$2K ﹤0.01%
16
-84
680
$2K ﹤0.01%
200
681
$2K ﹤0.01%
50
682
$2K ﹤0.01%
+64
683
$2K ﹤0.01%
+80
684
$2K ﹤0.01%
104
+57
685
$2K ﹤0.01%
19
686
$2K ﹤0.01%
22
+11
687
$2K ﹤0.01%
69
-5
688
$2K ﹤0.01%
+70
689
$2K ﹤0.01%
100
690
$2K ﹤0.01%
40
691
$2K ﹤0.01%
4
692
$2K ﹤0.01%
62
693
$2K ﹤0.01%
300
694
$1K ﹤0.01%
+20
695
$1K ﹤0.01%
+18
696
$1K ﹤0.01%
41
-2
697
$1K ﹤0.01%
311
698
$1K ﹤0.01%
40
699
$1K ﹤0.01%
42
+2
700
$1K ﹤0.01%
11
26 27
28
29 30