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
376
$82K 0.01%
2,323
-7,878
377
$81K 0.01%
+6,672
378
$80K 0.01%
1,623
-127
379
$80K 0.01%
+4,665
380
$79K 0.01%
366
+32
381
$72K ﹤0.01%
563
382
$68K ﹤0.01%
2,642
+1,362
383
$66K ﹤0.01%
1,558
+2
384
$65K ﹤0.01%
892
385
$64K ﹤0.01%
746
386
$64K ﹤0.01%
1,706
-2,300
387
$64K ﹤0.01%
935
+210
388
$62K ﹤0.01%
354
389
$62K ﹤0.01%
1,288
+353
390
$62K ﹤0.01%
649
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391
$62K ﹤0.01%
526
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392
$61K ﹤0.01%
433
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393
$61K ﹤0.01%
350
-145
394
$58K ﹤0.01%
+1,055
395
$58K ﹤0.01%
1,019
+969
396
$58K ﹤0.01%
150
397
$57K ﹤0.01%
439
+64
398
$57K ﹤0.01%
850
399
$57K ﹤0.01%
2,300
400
$56K ﹤0.01%
832
14 15
16
17 18