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

Top Buys

1
+$11M
2
+$8.68M
3
+$4.35M
4
JPM icon
JPMorgan Chase
JPM
+$3.53M
5
NOC icon
Northrop Grumman
NOC
+$2.73M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.39M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.23M
5
UNP icon
Union Pacific
UNP
+$3.91M

Sector Composition

1 Technology 15.92%
2 Financials 10.07%
3 Healthcare 9.56%
4 Consumer Discretionary 8.87%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$469K 0.03%
+4,294
252
$469K 0.03%
3,219
+230
253
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6,674
-1,427
254
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-202
255
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4,127
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256
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18,763
-1,129
257
$461K 0.03%
17,781
+4,609
258
$454K 0.03%
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259
$448K 0.03%
23,225
260
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7,386
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261
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4,283
262
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263
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4,327
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264
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12,324
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265
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2,872
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2,690
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269
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6,823
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271
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272
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3,469
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273
$389K 0.03%
3,967
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274
$386K 0.02%
7,840
-2,382
275
$386K 0.02%
3,427
-151
9 10
11
12 13