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
426
$61.1K 0.01%
1,132
-400
427
$60.5K 0.01%
395
+250
428
$59.6K ﹤0.01%
3,249
+1,449
429
$58.9K ﹤0.01%
886
+420
430
$57K ﹤0.01%
1,492
-292
431
$56.8K ﹤0.01%
3,856
432
$56.7K ﹤0.01%
1,199
+959
433
$56.4K ﹤0.01%
168
434
$56.1K ﹤0.01%
535
+32
435
$54.7K ﹤0.01%
3,200
436
$53.7K ﹤0.01%
+1,595
437
$53K ﹤0.01%
+3,076
438
$52.7K ﹤0.01%
1,035
+825
439
$52.1K ﹤0.01%
210
+52
440
$52K ﹤0.01%
436
+150
441
$50.9K ﹤0.01%
1,794
442
$49.4K ﹤0.01%
2,803
443
$49.3K ﹤0.01%
+730
444
$48.8K ﹤0.01%
1,075
+629
445
$48.7K ﹤0.01%
1,000
446
$48.4K ﹤0.01%
344
-51
447
$48.2K ﹤0.01%
425
+360
448
$48K ﹤0.01%
2,000
449
$47.1K ﹤0.01%
387
+180
450
$46.9K ﹤0.01%
1,180
+330
16 17
18
19 20