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
376
$81K 0.01%
+6,672
377
$80K 0.01%
1,623
-127
378
$80K 0.01%
+4,665
379
$79K 0.01%
366
+32
380
$72K ﹤0.01%
563
381
$68K ﹤0.01%
2,642
+1,362
382
$66K ﹤0.01%
1,558
+2
383
$65K ﹤0.01%
892
384
$64K ﹤0.01%
746
385
$64K ﹤0.01%
1,706
-2,300
386
$64K ﹤0.01%
935
+210
387
$62K ﹤0.01%
354
388
$62K ﹤0.01%
1,288
+353
389
$62K ﹤0.01%
649
-205
390
$62K ﹤0.01%
526
-1,174
391
$61K ﹤0.01%
433
-9
392
$61K ﹤0.01%
350
-145
393
$58K ﹤0.01%
+1,055
394
$58K ﹤0.01%
1,353
+1,286
395
$58K ﹤0.01%
150
396
$57K ﹤0.01%
439
+64
397
$57K ﹤0.01%
850
398
$57K ﹤0.01%
2,300
399
$56K ﹤0.01%
832
400
$54K ﹤0.01%
722
14 15
16
17 18