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
576
$13.3K ﹤0.01%
58
+21
577
$13.3K ﹤0.01%
700
578
$13.1K ﹤0.01%
322
-131
579
$13.1K ﹤0.01%
105
580
$12.9K ﹤0.01%
152
581
$12.8K ﹤0.01%
115
582
$12.8K ﹤0.01%
900
583
$12.8K ﹤0.01%
125
584
$12.3K ﹤0.01%
426
585
$12.3K ﹤0.01%
404
586
$12.3K ﹤0.01%
300
587
$12.1K ﹤0.01%
+255
588
$12K ﹤0.01%
+515
589
$11.8K ﹤0.01%
372
590
$11.7K ﹤0.01%
+139
591
$11.6K ﹤0.01%
+387
592
$11.4K ﹤0.01%
285
+115
593
$11.4K ﹤0.01%
+810
594
$11.3K ﹤0.01%
109
-24
595
$11K ﹤0.01%
40
596
$10.9K ﹤0.01%
426
597
$10.9K ﹤0.01%
513
598
$10.8K ﹤0.01%
300
599
$10.8K ﹤0.01%
+392
600
$10.7K ﹤0.01%
565