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
476
$34.4K ﹤0.01%
+700
477
$34.4K ﹤0.01%
517
+221
478
$34K ﹤0.01%
+454
479
$33.9K ﹤0.01%
850
480
$33.6K ﹤0.01%
+857
481
$33.6K ﹤0.01%
+380
482
$32.6K ﹤0.01%
+250
483
$32.5K ﹤0.01%
357
+42
484
$32.4K ﹤0.01%
2,391
+309
485
$32.2K ﹤0.01%
+3,177
486
$32K ﹤0.01%
364
487
$31.7K ﹤0.01%
271
-303
488
$31.3K ﹤0.01%
427
+27
489
$31.2K ﹤0.01%
471
490
$31.1K ﹤0.01%
1,500
491
$31K ﹤0.01%
+226
492
$30.8K ﹤0.01%
240
+38
493
$30.7K ﹤0.01%
+379
494
$29.6K ﹤0.01%
+598
495
$29.5K ﹤0.01%
504
+267
496
$29.2K ﹤0.01%
495
+451
497
$28.9K ﹤0.01%
594
+248
498
$28.2K ﹤0.01%
166
499
$27.6K ﹤0.01%
+706
500
$27.5K ﹤0.01%
279
+117
18 19
20
21 22