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
351
$118K 0.01%
2,100
-148
352
$116K 0.01%
816
-317
353
$115K 0.01%
540
+90
354
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1,600
-3,475
355
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612
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356
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1,125
357
$113K 0.01%
893
+631
358
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653
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359
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+1,800
360
$108K 0.01%
1,140
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361
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362
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13,396
363
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364
$103K 0.01%
613
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365
$101K 0.01%
3,420
-890
366
$100K 0.01%
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367
$96K 0.01%
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369
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370
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1,124
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372
$91K 0.01%
14,956
+2,169
373
$88K 0.01%
1,320
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374
$85K 0.01%
968
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375
$84K 0.01%
962
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13 14
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