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
626
$7.95K ﹤0.01%
150
627
$7.61K ﹤0.01%
44
-1,556
628
$7.54K ﹤0.01%
+424
629
$7.54K ﹤0.01%
452
+260
630
$7.52K ﹤0.01%
+36
631
$7.13K ﹤0.01%
99
-2
632
$7.06K ﹤0.01%
100
633
$7.04K ﹤0.01%
+52
634
$6.95K ﹤0.01%
68
635
$6.87K ﹤0.01%
40
636
$6.58K ﹤0.01%
+200
637
$6.57K ﹤0.01%
80
638
$6.31K ﹤0.01%
+33
639
$6.2K ﹤0.01%
714
640
$6.14K ﹤0.01%
69
641
$6.12K ﹤0.01%
129
-20,576
642
$6.08K ﹤0.01%
+67
643
$6.04K ﹤0.01%
+172
644
$6.01K ﹤0.01%
+260
645
$5.97K ﹤0.01%
+67
646
$5.95K ﹤0.01%
+165
647
$5.75K ﹤0.01%
+44
648
$5.69K ﹤0.01%
315
-17,379
649
$5.61K ﹤0.01%
100
650
$5.41K ﹤0.01%
313
24 25
26
27 28