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
751
$2.2K ﹤0.01%
+28
752
$2.14K ﹤0.01%
+81
753
$2.11K ﹤0.01%
+38
754
$2.11K ﹤0.01%
47
-47
755
$2.09K ﹤0.01%
+73
756
$2.06K ﹤0.01%
+43
757
$2.05K ﹤0.01%
+18
758
$2.04K ﹤0.01%
+32
759
$2.04K ﹤0.01%
+20
760
$2.01K ﹤0.01%
+21
761
$2K ﹤0.01%
+65
762
$1.93K ﹤0.01%
+9
763
$1.91K ﹤0.01%
+95
764
$1.88K ﹤0.01%
6,500
765
$1.82K ﹤0.01%
+59
766
$1.81K ﹤0.01%
+81
767
$1.8K ﹤0.01%
44
-152
768
$1.8K ﹤0.01%
22
769
$1.79K ﹤0.01%
+30
770
$1.77K ﹤0.01%
+17
771
$1.76K ﹤0.01%
21
-6,468
772
$1.74K ﹤0.01%
+92
773
$1.71K ﹤0.01%
+37
774
$1.7K ﹤0.01%
+39
775
$1.69K ﹤0.01%
+19
29 30
31
32 33