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
776
$1.69K ﹤0.01%
+19
777
$1.66K ﹤0.01%
+11
778
$1.66K ﹤0.01%
120
+5
779
$1.65K ﹤0.01%
60
780
$1.64K ﹤0.01%
+40
781
$1.64K ﹤0.01%
+43
782
$1.63K ﹤0.01%
+33
783
$1.59K ﹤0.01%
+27
784
$1.58K ﹤0.01%
+49
785
$1.58K ﹤0.01%
+53
786
$1.53K ﹤0.01%
+48
787
$1.53K ﹤0.01%
7
-1,421
788
$1.52K ﹤0.01%
+29
789
$1.51K ﹤0.01%
29
-509
790
$1.48K ﹤0.01%
+12
791
$1.46K ﹤0.01%
+36
792
$1.46K ﹤0.01%
+15
793
$1.43K ﹤0.01%
+11
794
$1.41K ﹤0.01%
+52
795
$1.41K ﹤0.01%
+53
796
$1.38K ﹤0.01%
+105
797
$1.38K ﹤0.01%
+49
798
$1.35K ﹤0.01%
+15
799
$1.35K ﹤0.01%
+18
800
$1.32K ﹤0.01%
+38
30 31
32
33 34