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
701
$3.38K ﹤0.01%
36
-2
702
$3.36K ﹤0.01%
67
703
$3.33K ﹤0.01%
54
704
$3.29K ﹤0.01%
+105
705
$3.27K ﹤0.01%
+37
706
$3.23K ﹤0.01%
200
707
$3.18K ﹤0.01%
+111
708
$3.14K ﹤0.01%
+95
709
$3.06K ﹤0.01%
7
710
$2.98K ﹤0.01%
+58
711
$2.95K ﹤0.01%
+63
712
$2.92K ﹤0.01%
+22
713
$2.85K ﹤0.01%
+16
714
$2.83K ﹤0.01%
86
-595
715
$2.8K ﹤0.01%
+108
716
$2.79K ﹤0.01%
250
717
$2.76K ﹤0.01%
+139
718
$2.74K ﹤0.01%
+83
719
$2.7K ﹤0.01%
+107
720
$2.66K ﹤0.01%
+46
721
$2.64K ﹤0.01%
+84
722
$2.64K ﹤0.01%
+47
723
$2.62K ﹤0.01%
+50
724
$2.6K ﹤0.01%
+300
725
$2.59K ﹤0.01%
+70
27 28
29
30 31