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
301
$188K 0.02%
11,722
-1,580
302
$185K 0.01%
1,353
+126
303
$183K 0.01%
2,578
+1,426
304
$181K 0.01%
5,997
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305
$178K 0.01%
1,857
-77
306
$178K 0.01%
6,250
-610
307
$176K 0.01%
1,700
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308
$174K 0.01%
2,259
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309
$172K 0.01%
2,979
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310
$171K 0.01%
1,081
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311
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312
$167K 0.01%
18,390
+1,340
313
$162K 0.01%
17,052
-1,980
314
$162K 0.01%
9,774
-366
315
$158K 0.01%
4,450
-448
316
$156K 0.01%
9,350
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317
$156K 0.01%
2,859
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318
$155K 0.01%
3,909
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319
$154K 0.01%
1,679
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320
$148K 0.01%
6,497
-725
321
$147K 0.01%
2,600
-190
322
$143K 0.01%
18,112
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323
$138K 0.01%
1,645
-85
324
$129K 0.01%
5,353
-324
325
$129K 0.01%
1,468
+1,013
11 12
13
14 15