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
676
$4.09K ﹤0.01%
8
677
$4.04K ﹤0.01%
218
678
$4.02K ﹤0.01%
+35
679
$3.93K ﹤0.01%
+120
680
$3.93K ﹤0.01%
+60
681
$3.91K ﹤0.01%
+64
682
$3.91K ﹤0.01%
150
-425
683
$3.88K ﹤0.01%
+112
684
$3.87K ﹤0.01%
+65
685
$3.87K ﹤0.01%
+60
686
$3.85K ﹤0.01%
250
+50
687
$3.84K ﹤0.01%
+47
688
$3.83K ﹤0.01%
+54
689
$3.78K ﹤0.01%
56
690
$3.73K ﹤0.01%
+30
691
$3.71K ﹤0.01%
+100
692
$3.71K ﹤0.01%
500
693
$3.7K ﹤0.01%
+120
694
$3.69K ﹤0.01%
63
-27
695
$3.65K ﹤0.01%
77
-3,490
696
$3.59K ﹤0.01%
+195
697
$3.56K ﹤0.01%
+47
698
$3.53K ﹤0.01%
84
-8
699
$3.51K ﹤0.01%
+160
700
$3.46K ﹤0.01%
+106
26 27
28
29 30