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
276
$301K 0.02%
4,509
+196
277
$290K 0.02%
+5,075
278
$287K 0.02%
9,729
+1,341
279
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280
$273K 0.02%
2,572
-226
281
$271K 0.02%
13,172
+1,050
282
$270K 0.02%
13,800
283
$268K 0.02%
4,263
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284
$263K 0.02%
3,672
+179
285
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4,310
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286
$257K 0.02%
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287
$250K 0.02%
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288
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3,313
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289
$248K 0.02%
1,647
-912
290
$247K 0.02%
3,074
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291
$232K 0.02%
8,362
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292
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293
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294
$216K 0.02%
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295
$214K 0.02%
8,143
-2,599
296
$211K 0.02%
5,434
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297
$209K 0.02%
6,000
298
$206K 0.02%
4,388
+186
299
$203K 0.02%
4,493
+201
300
$200K 0.02%
4,149
-192
10 11
12
13 14