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
451
$46.4K ﹤0.01%
257
+41
452
$45.9K ﹤0.01%
1,483
+1,355
453
$45.4K ﹤0.01%
747
-3
454
$44.4K ﹤0.01%
2,562
+2,187
455
$44.2K ﹤0.01%
177
+14
456
$43.7K ﹤0.01%
619
+324
457
$43.7K ﹤0.01%
230
+125
458
$43K ﹤0.01%
1,041
459
$42.9K ﹤0.01%
714
+17
460
$42.9K ﹤0.01%
500
-100
461
$42.9K ﹤0.01%
797
462
$42K ﹤0.01%
+1,114
463
$41.3K ﹤0.01%
198
+58
464
$40.2K ﹤0.01%
1,282
-1,118
465
$39K ﹤0.01%
398
466
$39K ﹤0.01%
1,259
+653
467
$38.3K ﹤0.01%
2,800
-2,000
468
$38.1K ﹤0.01%
+1,523
469
$37.9K ﹤0.01%
474
470
$37.5K ﹤0.01%
2,666
471
$36.5K ﹤0.01%
2,285
472
$36.4K ﹤0.01%
+2,632
473
$36.3K ﹤0.01%
450
474
$36K ﹤0.01%
289
-38
475
$34.9K ﹤0.01%
+1,200
17 18
19
20 21