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
351
$116K 0.01%
816
-317
352
$115K 0.01%
612
+435
353
$115K 0.01%
1,600
-3,475
354
$115K 0.01%
540
+90
355
$113K 0.01%
893
+631
356
$113K 0.01%
1,125
357
$112K 0.01%
653
-119
358
$109K 0.01%
+1,800
359
$108K 0.01%
3,181
-728
360
$108K 0.01%
1,140
+60
361
$106K 0.01%
13,396
362
$103K 0.01%
613
+28
363
$103K 0.01%
1,434
-64
364
$101K 0.01%
3,420
-890
365
$100K 0.01%
1,765
366
$96K 0.01%
498
+3
367
$94K 0.01%
+2,000
368
$94K 0.01%
1,233
+61
369
$93K 0.01%
1,014
+169
370
$92K 0.01%
1,124
+1,122
371
$91K 0.01%
14,956
+2,169
372
$88K 0.01%
1,320
+56
373
$85K 0.01%
968
-500
374
$84K 0.01%
962
+755
375
$82K 0.01%
2,323
-7,878
13 14
15
16 17