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
551
$16.3K ﹤0.01%
100
552
$16.3K ﹤0.01%
400
553
$16.2K ﹤0.01%
1,237
+1,137
554
$15.7K ﹤0.01%
50
555
$15.5K ﹤0.01%
1,091
556
$15.4K ﹤0.01%
1,333
557
$15.4K ﹤0.01%
1,236
558
$15.3K ﹤0.01%
467
+199
559
$15.2K ﹤0.01%
+125
560
$15.2K ﹤0.01%
533
+110
561
$15.1K ﹤0.01%
+106
562
$15K ﹤0.01%
100
-12
563
$14.8K ﹤0.01%
431
564
$14.7K ﹤0.01%
180
565
$14.6K ﹤0.01%
+239
566
$14.6K ﹤0.01%
1,012
+1,000
567
$14.6K ﹤0.01%
+145
568
$14.5K ﹤0.01%
+555
569
$14.4K ﹤0.01%
1,000
570
$14.3K ﹤0.01%
675
571
$14.2K ﹤0.01%
+2,440
572
$13.8K ﹤0.01%
445
-25,956
573
$13.7K ﹤0.01%
167
+115
574
$13.7K ﹤0.01%
+110
575
$13.3K ﹤0.01%
+300
21 22
23
24 25