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
276
$379K 0.02%
3,537
-1,660
277
$377K 0.02%
8,787
+1,232
278
$374K 0.02%
4,038
-111
279
$370K 0.02%
6,898
-157
280
$367K 0.02%
4,831
+322
281
$366K 0.02%
+4,824
282
$363K 0.02%
8,895
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283
$363K 0.02%
6,195
+3,336
284
$356K 0.02%
4,026
+354
285
$354K 0.02%
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286
$352K 0.02%
4,026
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287
$348K 0.02%
2,831
-239
288
$346K 0.02%
6,100
+5,700
289
$344K 0.02%
1,666
-167
290
$341K 0.02%
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291
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12,235
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292
$338K 0.02%
31,809
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293
$331K 0.02%
4,157
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294
$327K 0.02%
+4,918
295
$323K 0.02%
+6,386
296
$321K 0.02%
3,074
297
$319K 0.02%
4,030
-280
298
$316K 0.02%
13,300
-500
299
$315K 0.02%
+4,055
300
$297K 0.02%
3,746
+433
10 11
12
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