MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
276
$377K 0.02%
8,787
+1,232
277
$374K 0.02%
4,038
-111
278
$370K 0.02%
6,898
-157
279
$367K 0.02%
4,831
+322
280
$366K 0.02%
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281
$363K 0.02%
8,895
-1,935
282
$363K 0.02%
6,195
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283
$356K 0.02%
4,026
+354
284
$354K 0.02%
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-451
285
$352K 0.02%
4,026
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286
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2,831
-239
287
$346K 0.02%
6,100
+5,700
288
$344K 0.02%
1,666
-167
289
$341K 0.02%
7,179
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290
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12,235
-15,390
291
$338K 0.02%
31,809
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292
$331K 0.02%
4,157
+3,679
293
$327K 0.02%
+4,918
294
$323K 0.02%
+6,386
295
$321K 0.02%
6,148
296
$319K 0.02%
4,030
-280
297
$316K 0.02%
13,300
-500
298
$315K 0.02%
+4,055
299
$297K 0.02%
3,746
+433
300
$293K 0.02%
25,025
-10,172
10 11
12
13 14