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
376
$44K ﹤0.01%
2,620
-6,848
377
$44K ﹤0.01%
498
+26
378
$43K ﹤0.01%
725
+585
379
$43K ﹤0.01%
2,622
380
$43K ﹤0.01%
550
381
$42K ﹤0.01%
181
+61
382
$41K ﹤0.01%
1,200
383
$41K ﹤0.01%
946
-16,887
384
$40K ﹤0.01%
722
385
$40K ﹤0.01%
290
-465
386
$40K ﹤0.01%
1,500
-968
387
$39K ﹤0.01%
530
-854
388
$39K ﹤0.01%
900
-46,567
389
$39K ﹤0.01%
247
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390
$38K ﹤0.01%
+3,117
391
$38K ﹤0.01%
478
-2,304
392
$38K ﹤0.01%
1,700
393
$37K ﹤0.01%
258
394
$37K ﹤0.01%
196
-367
395
$37K ﹤0.01%
1,280
-12,682
396
$36K ﹤0.01%
1,545
397
$36K ﹤0.01%
5,000
-7,000
398
$35K ﹤0.01%
159
+23
399
$35K ﹤0.01%
1,467
-87,641
400
$35K ﹤0.01%
+281
14 15
16
17 18