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
826
$895 ﹤0.01%
+20
827
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0
828
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829
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830
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+200
831
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5
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832
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833
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834
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835
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836
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837
$769 ﹤0.01%
20
838
$765 ﹤0.01%
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839
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840
$741 ﹤0.01%
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$741 ﹤0.01%
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842
$692 ﹤0.01%
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843
$680 ﹤0.01%
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844
$678 ﹤0.01%
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845
$678 ﹤0.01%
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846
$668 ﹤0.01%
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847
$659 ﹤0.01%
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848
$627 ﹤0.01%
+35
849
$626 ﹤0.01%
+7
850
$602 ﹤0.01%
+3
32 33
34
35 36