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
601
$10.7K ﹤0.01%
565
602
$10.6K ﹤0.01%
125
603
$10.6K ﹤0.01%
75
604
$10.4K ﹤0.01%
720
605
$10.3K ﹤0.01%
286
606
$10.3K ﹤0.01%
48
607
$10.2K ﹤0.01%
+200
608
$10.1K ﹤0.01%
120
609
$9.97K ﹤0.01%
216
610
$9.74K ﹤0.01%
1,564
+1,462
611
$9.6K ﹤0.01%
+34
612
$9.58K ﹤0.01%
188
-16
613
$9.55K ﹤0.01%
372
614
$9.55K ﹤0.01%
+260
615
$9.38K ﹤0.01%
+266
616
$9.37K ﹤0.01%
+100
617
$9.11K ﹤0.01%
+180
618
$8.86K ﹤0.01%
158
+93
619
$8.75K ﹤0.01%
311
-2,086
620
$8.43K ﹤0.01%
500
621
$8.39K ﹤0.01%
574
622
$8.37K ﹤0.01%
+153
623
$8.15K ﹤0.01%
225
624
$8.13K ﹤0.01%
151
625
$8.02K ﹤0.01%
325
23 24
25
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