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
$1.25B
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.25M
3
+$3.25M
4
NOC icon
Northrop Grumman
NOC
+$3.12M
5
UNH icon
UnitedHealth
UNH
+$2.63M

Top Sells

1
+$6.49M
2
+$4.9M
3
+$2.59M
4
UNP icon
Union Pacific
UNP
+$2.14M
5
AAPL icon
Apple
AAPL
+$2.12M

Sector Composition

1 Technology 14.35%
2 Financials 9.96%
3 Healthcare 9.69%
4 Consumer Discretionary 8.21%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$381K 0.03%
19,892
-2,590
252
$369K 0.03%
6,372
-559
253
$368K 0.03%
35,197
+7,927
254
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2,554
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255
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2,631
-84
256
$362K 0.03%
3,070
-124
257
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10,830
+1,185
258
$358K 0.03%
7,807
-1,161
259
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7,260
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260
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24,965
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261
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262
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1,833
263
$345K 0.03%
+23,225
264
$345K 0.03%
2,989
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265
$341K 0.03%
31,249
-1,615
266
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46,013
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267
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10,352
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268
$335K 0.03%
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269
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6,207
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270
$317K 0.03%
10,249
-507
271
$308K 0.02%
6,416
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272
$307K 0.02%
6,946
-630
273
$305K 0.02%
7,055
+4,234
274
$305K 0.02%
10,201
+9,972
275
$302K 0.02%
3,578
-1,137
9 10
11
12 13