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
401
$87.9K 0.01%
1,482
402
$86.6K 0.01%
+504
403
$85.5K 0.01%
1,600
-797
404
$84K 0.01%
915
-38
405
$81.8K 0.01%
969
+345
406
$81K 0.01%
+2,079
407
$79.4K 0.01%
935
+560
408
$77.6K 0.01%
3,020
-220
409
$77.5K 0.01%
860
410
$77.2K 0.01%
1,280
411
$76.8K 0.01%
1,518
+134
412
$76.3K 0.01%
617
+250
413
$76.2K 0.01%
1,155
+908
414
$74.8K 0.01%
1,172
415
$72.4K 0.01%
1,409
-140
416
$72K 0.01%
1,372
+406
417
$71.2K 0.01%
1,095
418
$70.4K 0.01%
1,773
419
$70.2K 0.01%
+695
420
$68.3K 0.01%
722
421
$67.6K 0.01%
560
+342
422
$64.9K 0.01%
1,100
423
$62.9K 0.01%
464
+311
424
$62.8K 0.01%
5,000
-275
425
$61.3K 0.01%
1,210
+500
15 16
17
18 19