METROPOLITAN WEST TOTAL RETURN BOND FUND RETAIL CL M N/L · 13F Institutional Holdings
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METROPOLITAN WEST TOTAL RETURN BOND FUND RETAIL CL M N/L
MWTRX
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Institutions
2
Combined AUM (Q2 2026)
$41,130
Combined Shares (Q2 2026)
4,530
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4,530
2 · 2 New Buys
· ≈
—
📤 Outflow (Q1 2026→Q2 2026)
-11,190
1 · 1 Exit
· ≈
—
⚖️ Net
-6,660
—
Net Sell
💰 Net Value
≈ —
—
est. price
—
3M
6M
1Y
2Y
3Y
5Y
ALL
⏳
Latest AUM (Q2 2026)
$41,130
Institutions
2
New Buys
2
Adds
0
Reduces
0
Exits
1
Unchanged
0
Ownership Trend
Portfolio %
Prev Q %
Rank
Q2 2026 Value
Q2 2026 Shares
Prev Q Value
Prev Q Shares
Shares Change
Action
NBT BANK, N.A.
<0.01%
—
#1
$41,123
4,529
$0
0
+4,529
New Buy
Luminist Capital LLC
<0.01%
—
#2
$7
1
$0
0
+1
New Buy
🧭 Institutional Sector Flow Heatmap
Market Cap
Net Flow
✕
⏳
Net Outflow
Net Inflow