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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
826
– –
-9
827
$0 ﹤0.01%
21
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828
$0 ﹤0.01%
4
829
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-19
830
– –
-73
831
– –
-12
832
– –
-36
833
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834
$0 ﹤0.01%
2
835
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-199
836
$0 ﹤0.01%
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837
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838
– –
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839
– –
-7
840
– –
-74
841
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842
$0 ﹤0.01%
4
843
$0 ﹤0.01%
157
844
$0 ﹤0.01%
67
845
$0 ﹤0.01%
19
846
$0 ﹤0.01%
54
847
– –
-565
848
$0 ﹤0.01%
5,000
849
$0 ﹤0.01%
1
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