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
326
$204K 0.01%
18,112
327
$203K 0.01%
1,059
-588
328
$192K 0.01%
6,070
+4,750
329
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6,150
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331
$177K 0.01%
5,669
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$175K 0.01%
6,392
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333
$172K 0.01%
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334
$164K 0.01%
2,330
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335
$163K 0.01%
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336
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9,205
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337
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350
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338
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1,645
339
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1,623
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340
$152K 0.01%
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341
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342
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343
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568
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344
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1,772
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345
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346
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516
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347
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1,233
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348
$127K 0.01%
1,180
+275
349
$122K 0.01%
5,045
-220
350
$119K 0.01%
1,122
-125
12 13
14
15 16