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
526
$22.5K ﹤0.01%
+214
527
$22.3K ﹤0.01%
+551
528
$22.3K ﹤0.01%
+212
529
$21.8K ﹤0.01%
2,500
530
$21.6K ﹤0.01%
369
+127
531
$21.6K ﹤0.01%
159
532
$21.3K ﹤0.01%
+564
533
$21.1K ﹤0.01%
198
534
$20.8K ﹤0.01%
+380
535
$20.6K ﹤0.01%
400
536
$20.2K ﹤0.01%
+575
537
$20.2K ﹤0.01%
+963
538
$19.8K ﹤0.01%
156
+32
539
$19.7K ﹤0.01%
311
+281
540
$19.6K ﹤0.01%
942
541
$19.3K ﹤0.01%
350
542
$18.8K ﹤0.01%
+740
543
$18.4K ﹤0.01%
145
+18
544
$17.9K ﹤0.01%
811
+150
545
$17.5K ﹤0.01%
250
546
$17.3K ﹤0.01%
90
+29
547
$16.9K ﹤0.01%
202
-74
548
$16.9K ﹤0.01%
356
549
$16.8K ﹤0.01%
+95
550
$16.8K ﹤0.01%
+1,258