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
401
$34K ﹤0.01%
116
402
$34K ﹤0.01%
1,800
403
$33K ﹤0.01%
1,041
404
$32K ﹤0.01%
145
+58
405
$32K ﹤0.01%
850
406
$32K ﹤0.01%
935
407
$32K ﹤0.01%
450
408
$31K ﹤0.01%
1,320
+390
409
$31K ﹤0.01%
919
-503
410
$31K ﹤0.01%
870
411
$30K ﹤0.01%
262
-15
412
$30K ﹤0.01%
207
+160
413
$30K ﹤0.01%
+1,149
414
$29K ﹤0.01%
655
415
$29K ﹤0.01%
240
416
$29K ﹤0.01%
900
417
$29K ﹤0.01%
2,666
418
$28K ﹤0.01%
596
419
$28K ﹤0.01%
692
420
$27K ﹤0.01%
121
421
$27K ﹤0.01%
1,100
422
$27K ﹤0.01%
491
423
$26K ﹤0.01%
955
-176
424
$26K ﹤0.01%
1,521
425
$26K ﹤0.01%
1,043
15 16
17
18 19