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
301
$293K 0.02%
25,025
-10,172
302
$292K 0.02%
2,776
+919
303
$291K 0.02%
15,760
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304
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2,501
-71
305
$286K 0.02%
5,121
-313
306
$285K 0.02%
4,812
-307
307
$281K 0.02%
4,549
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308
$274K 0.02%
4,570
-292
309
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170
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310
$261K 0.02%
1,825
311
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3,165
-4,910
312
$254K 0.02%
33,834
-12,179
313
$253K 0.02%
6,059
-357
314
$247K 0.02%
3,025
+766
315
$244K 0.02%
+9,020
316
$234K 0.02%
+4,000
317
$225K 0.01%
5,128
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318
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1,081
319
$218K 0.01%
4,388
320
$215K 0.01%
4,237
-213
321
$211K 0.01%
+8,578
322
$210K 0.01%
1,411
+58
323
$206K 0.01%
6,000
324
$206K 0.01%
1,785
-230
325
$206K 0.01%
2,465
-514
11 12
13
14 15