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
301
$292K 0.02%
2,776
+919
302
$291K 0.02%
15,760
+4,038
303
$289K 0.02%
2,501
-71
304
$286K 0.02%
5,121
-313
305
$285K 0.02%
4,812
-307
306
$281K 0.02%
4,549
+56
307
$274K 0.02%
4,570
-292
308
$271K 0.02%
4,250
+3,200
309
$261K 0.02%
1,825
310
$255K 0.02%
3,165
-4,910
311
$254K 0.02%
33,834
-12,179
312
$253K 0.02%
6,059
-357
313
$247K 0.02%
3,025
+766
314
$244K 0.02%
+9,020
315
$234K 0.02%
+4,000
316
$225K 0.01%
5,128
-1,818
317
$224K 0.01%
1,081
318
$218K 0.01%
4,388
319
$215K 0.01%
4,237
-213
320
$211K 0.01%
+8,578
321
$210K 0.01%
1,411
+58
322
$206K 0.01%
6,000
323
$206K 0.01%
1,785
-230
324
$206K 0.01%
2,465
-514
325
$204K 0.01%
18,112
11 12
13
14 15