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
$1.21B
AUM Growth
+$450K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,370
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$5.7M
3
+$3.85M
4
MLN icon
VanEck Long Muni ETF
MLN
+$3.26M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.88M

Top Sells

1
+$3.44M
2
+$2.04M
3
+$1.73M
4
RVT icon
Royce Value Trust
RVT
+$1.68M
5
AGN
Allergan plc
AGN
+$1.53M

Sector Composition

1 Financials 11.85%
2 Technology 9.88%
3 Healthcare 8.27%
4 Industrials 7.97%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$301K 0.02%
4,698
+1,411
302
$300K 0.02%
5,888
-319
303
$299K 0.02%
6,223
-237
304
$299K 0.02%
3,495
+93
305
$295K 0.02%
1,906
+206
306
$291K 0.02%
2,851
+851
307
$291K 0.02%
15,300
+13,300
308
$289K 0.02%
7,995
-207
309
$289K 0.02%
6,046
+5,700
310
$288K 0.02%
+15,416
311
$287K 0.02%
4,825
-802
312
$283K 0.02%
22,626
+6,109
313
$280K 0.02%
5,165
+95
314
$275K 0.02%
14,441
315
$274K 0.02%
4,428
+116
316
$267K 0.02%
2,710
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317
$266K 0.02%
5,345
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318
$261K 0.02%
3,106
+1,723
319
$257K 0.02%
20,105
-810
320
$255K 0.02%
4,489
-222
321
$253K 0.02%
+7,280
322
$248K 0.02%
1,575
+162
323
$245K 0.02%
8,188
+153
324
$245K 0.02%
8,040
-640
325
$242K 0.02%
10,000
11 12
13
14 15