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
501
$27.3K ﹤0.01%
480
502
$27.1K ﹤0.01%
1,858
+1,449
503
$27K ﹤0.01%
216
+9
504
$26.7K ﹤0.01%
555
505
$26K ﹤0.01%
175
506
$25.7K ﹤0.01%
204
-46
507
$25.7K ﹤0.01%
+432
508
$25.6K ﹤0.01%
845
+500
509
$25.6K ﹤0.01%
888
510
$25.5K ﹤0.01%
473
+74
511
$25.3K ﹤0.01%
242
+118
512
$25.2K ﹤0.01%
812
513
$25.1K ﹤0.01%
288
514
$24.8K ﹤0.01%
+2,445
515
$24.8K ﹤0.01%
439
-61
516
$24.7K ﹤0.01%
+238
517
$24.5K ﹤0.01%
1,073
-213
518
$24.4K ﹤0.01%
600
519
$24.3K ﹤0.01%
208
520
$24.2K ﹤0.01%
300
521
$24K ﹤0.01%
+899
522
$23.6K ﹤0.01%
300
+27
523
$23.6K ﹤0.01%
+400
524
$23.2K ﹤0.01%
+2,270
525
$22.5K ﹤0.01%
+214
19 20
21
22 23