MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
801
$1.28K ﹤0.01%
+42
802
$1.28K ﹤0.01%
+27
803
$1.26K ﹤0.01%
+22
804
$1.25K ﹤0.01%
+53
805
$1.25K ﹤0.01%
+33
806
$1.24K ﹤0.01%
+34
807
$1.23K ﹤0.01%
146
+8
808
$1.19K ﹤0.01%
+11
809
$1.19K ﹤0.01%
+177
810
$1.18K ﹤0.01%
+62
811
$1.18K ﹤0.01%
+26
812
$1.17K ﹤0.01%
45
813
$1.16K ﹤0.01%
+42
814
$1.16K ﹤0.01%
+13
815
$1.15K ﹤0.01%
+7
816
$1.13K ﹤0.01%
+19
817
$1.11K ﹤0.01%
+20
818
$1.11K ﹤0.01%
+19
819
$1.09K ﹤0.01%
9
820
$1.05K ﹤0.01%
+25
821
$1.02K ﹤0.01%
+16
822
$1.01K ﹤0.01%
+8
823
$968 ﹤0.01%
+41
824
$910 ﹤0.01%
+28
825
$895 ﹤0.01%
+20
31 32
33
34 35