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
351
$72K 0.01%
2,467
+169
352
$72K 0.01%
845
+180
353
$72K 0.01%
495
354
$71K 0.01%
1,556
-7,647
355
$69K 0.01%
1,264
356
$69K 0.01%
854
-96
357
$67K 0.01%
563
-117
358
$65K 0.01%
354
359
$65K 0.01%
665
360
$62K ﹤0.01%
12,787
+445
361
$62K ﹤0.01%
2,968
+2,318
362
$61K ﹤0.01%
746
-4,805
363
$59K ﹤0.01%
892
-700
364
$58K ﹤0.01%
5,252
365
$57K ﹤0.01%
442
+275
366
$57K ﹤0.01%
42
-4,785
367
$55K ﹤0.01%
334
-153
368
$54K ﹤0.01%
+12,722
369
$52K ﹤0.01%
2,300
370
$50K ﹤0.01%
375
+250
371
$49K ﹤0.01%
131
+31
372
$48K ﹤0.01%
832
373
$47K ﹤0.01%
850
-350
374
$47K ﹤0.01%
150
375
$45K ﹤0.01%
1,080
+140
13 14
15
16 17