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
851
$593 ﹤0.01%
+3
852
$582 ﹤0.01%
+12
853
$562 ﹤0.01%
157
854
$546 ﹤0.01%
19
-6,871
855
$474 ﹤0.01%
+43
856
$460 ﹤0.01%
+16
857
$451 ﹤0.01%
12
858
$448 ﹤0.01%
+4
859
$440 ﹤0.01%
11
860
$440 ﹤0.01%
+26
861
$399 ﹤0.01%
10
862
$316 ﹤0.01%
+6
863
$310 ﹤0.01%
9
864
$295 ﹤0.01%
7
865
$295 ﹤0.01%
75
866
$283 ﹤0.01%
50
867
$265 ﹤0.01%
28
868
$237 ﹤0.01%
4
869
$226 ﹤0.01%
10
870
$213 ﹤0.01%
+12
871
$210 ﹤0.01%
19
872
$179 ﹤0.01%
5
-50
873
$175 ﹤0.01%
9
874
$165 ﹤0.01%
10
-101,842
875
$112 ﹤0.01%
+12
33 34
35
36 37