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
501
$27.3K ﹤0.01%
567
502
$27.3K ﹤0.01%
480
503
$27.1K ﹤0.01%
1,858
+1,449
504
$27K ﹤0.01%
216
+9
505
$26.7K ﹤0.01%
555
506
$26K ﹤0.01%
175
507
$25.7K ﹤0.01%
204
-46
508
$25.7K ﹤0.01%
+432
509
$25.6K ﹤0.01%
845
+500
510
$25.6K ﹤0.01%
888
511
$25.5K ﹤0.01%
473
+74
512
$25.3K ﹤0.01%
242
+118
513
$25.2K ﹤0.01%
812
514
$25.1K ﹤0.01%
288
515
$24.8K ﹤0.01%
+2,445
516
$24.8K ﹤0.01%
439
-61
517
$24.7K ﹤0.01%
+238
518
$24.5K ﹤0.01%
1,073
-213
519
$24.4K ﹤0.01%
600
520
$24.3K ﹤0.01%
208
521
$24.2K ﹤0.01%
300
522
$24K ﹤0.01%
+899
523
$23.6K ﹤0.01%
300
+27
524
$23.6K ﹤0.01%
+400
525
$23.2K ﹤0.01%
+2,270
19 20
21
22 23