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
651
$5.28K ﹤0.01%
50
652
$5.27K ﹤0.01%
470
653
$4.99K ﹤0.01%
239
654
$4.98K ﹤0.01%
7
655
$4.93K ﹤0.01%
100
656
$4.91K ﹤0.01%
91
657
$4.77K ﹤0.01%
+165
658
$4.76K ﹤0.01%
+150
659
$4.7K ﹤0.01%
+92
660
$4.7K ﹤0.01%
+170
661
$4.68K ﹤0.01%
+36
662
$4.59K ﹤0.01%
32
+11
663
$4.53K ﹤0.01%
+10
664
$4.52K ﹤0.01%
+97
665
$4.5K ﹤0.01%
86
-5
666
$4.42K ﹤0.01%
82
-97
667
$4.41K ﹤0.01%
97
-647
668
$4.3K ﹤0.01%
136
+5
669
$4.22K ﹤0.01%
+55
670
$4.19K ﹤0.01%
38
-31
671
$4.17K ﹤0.01%
+171
672
$4.16K ﹤0.01%
100
673
$4.16K ﹤0.01%
+52
674
$4.14K ﹤0.01%
+538
675
$4.09K ﹤0.01%
8
25 26
27
28 29