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
726
$2.56K ﹤0.01%
+51
727
$2.55K ﹤0.01%
+37
728
$2.55K ﹤0.01%
+40
729
$2.53K ﹤0.01%
+70
730
$2.5K ﹤0.01%
5
731
$2.49K ﹤0.01%
+51
732
$2.47K ﹤0.01%
+97
733
$2.46K ﹤0.01%
+40
734
$2.46K ﹤0.01%
13
+5
735
$2.43K ﹤0.01%
+61
736
$2.38K ﹤0.01%
+4
737
$2.36K ﹤0.01%
117
-226
738
$2.36K ﹤0.01%
+50
739
$2.35K ﹤0.01%
+48
740
$2.33K ﹤0.01%
275
741
$2.33K ﹤0.01%
+126
742
$2.32K ﹤0.01%
+34
743
$2.31K ﹤0.01%
+81
744
$2.3K ﹤0.01%
+90
745
$2.29K ﹤0.01%
+92
746
$2.28K ﹤0.01%
+109
747
$2.26K ﹤0.01%
+35
748
$2.26K ﹤0.01%
26
-104
749
$2.25K ﹤0.01%
+66
750
$2.23K ﹤0.01%
+73
28 29
30
31 32