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
576
$13.3K ﹤0.01%
181
+163
577
$13.3K ﹤0.01%
58
+21
578
$13.3K ﹤0.01%
700
579
$13.1K ﹤0.01%
322
-131
580
$13.1K ﹤0.01%
105
581
$12.9K ﹤0.01%
152
582
$12.8K ﹤0.01%
115
583
$12.8K ﹤0.01%
900
584
$12.8K ﹤0.01%
125
585
$12.3K ﹤0.01%
426
586
$12.3K ﹤0.01%
404
587
$12.3K ﹤0.01%
300
588
$12.1K ﹤0.01%
+255
589
$12K ﹤0.01%
+515
590
$11.8K ﹤0.01%
372
591
$11.7K ﹤0.01%
+139
592
$11.6K ﹤0.01%
+387
593
$11.4K ﹤0.01%
285
+115
594
$11.4K ﹤0.01%
+810
595
$11.3K ﹤0.01%
109
-24
596
$11K ﹤0.01%
40
597
$10.9K ﹤0.01%
426
598
$10.9K ﹤0.01%
513
599
$10.8K ﹤0.01%
300
600
$10.8K ﹤0.01%
+392