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

Top Buys

1
+$30.5M
2
+$5.63M
3
+$3.87M
4
MLN icon
VanEck Long Muni ETF
MLN
+$3.23M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.89M

Top Sells

1
+$3.92M
2
+$1.79M
3
+$1.68M
4
SLB icon
SLB Ltd
SLB
+$1.67M
5
RVT icon
Royce Value Trust
RVT
+$1.62M

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
476
$34.4K ﹤0.01%
517
+221
477
$34K ﹤0.01%
+454
478
$33.9K ﹤0.01%
850
479
$33.6K ﹤0.01%
+857
480
$33.6K ﹤0.01%
+380
481
$32.6K ﹤0.01%
+1,250
482
$32.5K ﹤0.01%
357
+42
483
$32.4K ﹤0.01%
2,391
+309
484
$32.2K ﹤0.01%
+3,177
485
$32K ﹤0.01%
364
486
$31.7K ﹤0.01%
271
-303
487
$31.3K ﹤0.01%
427
+27
488
$31.2K ﹤0.01%
471
489
$31.1K ﹤0.01%
1,500
490
$31K ﹤0.01%
+226
491
$30.8K ﹤0.01%
240
+38
492
$30.7K ﹤0.01%
+379
493
$29.6K ﹤0.01%
+598
494
$29.5K ﹤0.01%
504
+267
495
$29.2K ﹤0.01%
495
+451
496
$28.9K ﹤0.01%
594
+248
497
$28.2K ﹤0.01%
166
498
$27.6K ﹤0.01%
+706
499
$27.5K ﹤0.01%
279
+117
500
$27.3K ﹤0.01%
567
18 19
20
21 22