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
801
$1.29K ﹤0.01%
+18
802
$1.28K ﹤0.01%
+42
803
$1.28K ﹤0.01%
+27
804
$1.26K ﹤0.01%
+22
805
$1.25K ﹤0.01%
+53
806
$1.25K ﹤0.01%
+33
807
$1.24K ﹤0.01%
+34
808
$1.23K ﹤0.01%
146
+8
809
$1.19K ﹤0.01%
+11
810
$1.19K ﹤0.01%
+177
811
$1.18K ﹤0.01%
+62
812
$1.18K ﹤0.01%
+26
813
$1.17K ﹤0.01%
45
814
$1.16K ﹤0.01%
+42
815
$1.16K ﹤0.01%
+13
816
$1.15K ﹤0.01%
+7
817
$1.13K ﹤0.01%
+19
818
$1.11K ﹤0.01%
+20
819
$1.11K ﹤0.01%
+19
820
$1.09K ﹤0.01%
9
821
$1.05K ﹤0.01%
+25
822
$1.02K ﹤0.01%
+16
823
$1.01K ﹤0.01%
+8
824
$968 ﹤0.01%
+41
825
$910 ﹤0.01%
+28
31 32
33
34 35