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
401
$54K ﹤0.01%
181
402
$52K ﹤0.01%
+514
403
$52K ﹤0.01%
266
+8
404
$52K ﹤0.01%
2,250
-718
405
$52K ﹤0.01%
207
406
$49K ﹤0.01%
361
+171
407
$48K ﹤0.01%
281
408
$48K ﹤0.01%
240
409
$48K ﹤0.01%
218
410
$48K ﹤0.01%
1,500
411
$47K ﹤0.01%
+1,287
412
$46K ﹤0.01%
+238
413
$46K ﹤0.01%
550
414
$45K ﹤0.01%
1,216
+175
415
$44K ﹤0.01%
639
+148
416
$41K ﹤0.01%
570
-75
417
$40K ﹤0.01%
1,585
+40
418
$40K ﹤0.01%
990
419
$40K ﹤0.01%
1,800
420
$40K ﹤0.01%
142
-220
421
$40K ﹤0.01%
630
-700
422
$39K ﹤0.01%
543
+320
423
$39K ﹤0.01%
+1,200
424
$38K ﹤0.01%
1,141
+141
425
$37K ﹤0.01%
1,200
15 16
17
18 19