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
$1.55B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.17M
3
+$4.14M
4
JPM icon
JPMorgan Chase
JPM
+$3.56M
5
NOC icon
Northrop Grumman
NOC
+$2.91M

Top Sells

1
+$15.8M
2
+$5.94M
3
+$5.4M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.19M
5
UNP icon
Union Pacific
UNP
+$3.71M

Sector Composition

1 Technology 15.92%
2 Financials 10.07%
3 Healthcare 9.52%
4 Consumer Discretionary 8.87%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$596K 0.04%
5,038
-8,122
227
$579K 0.04%
6,320
+6,135
228
$570K 0.04%
5,112
+471
229
$569K 0.04%
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230
$564K 0.04%
23,431
-1,412
231
$563K 0.04%
+9,906
232
$557K 0.04%
9,440
+2,180
233
$548K 0.04%
4,513
-214
234
$542K 0.03%
2,544
-129
235
$539K 0.03%
3,867
-103
236
$537K 0.03%
4,636
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237
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2
238
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10,446
-44
239
$532K 0.03%
24,917
-1,247
240
$531K 0.03%
2,200
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241
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3,047
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242
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23,525
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243
$519K 0.03%
8,510
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244
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27,295
+2,330
245
$516K 0.03%
35,642
-6,812
246
$510K 0.03%
41,646
247
$502K 0.03%
14,265
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248
$498K 0.03%
9,936
-145
249
$479K 0.03%
2,741
+187
250
$469K 0.03%
+4,294
8 9
10
11 12