We are live on ! Find out more
MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
801
– –
-11
802
– –
-2
803
– –
-244
804
– –
-325
805
$0 ﹤0.01%
1
806
– –
-229
807
$0 ﹤0.01%
+3
808
– –
-16,420
809
– –
-30
810
– –
-26
811
– –
-3
812
– –
0
813
– –
-55
814
– –
-4
815
– –
-79
816
– –
-18
817
– –
-327
818
– –
-200
819
– –
-17
820
– –
-8
821
– –
-94
822
$0 ﹤0.01%
10
823
– –
-100
824
– –
-58
825
– –
-606
30 31 32
33
34