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
401
$54K ﹤0.01%
722
402
$54K ﹤0.01%
181
403
$52K ﹤0.01%
+514
404
$52K ﹤0.01%
266
+8
405
$52K ﹤0.01%
2,250
-718
406
$52K ﹤0.01%
207
407
$49K ﹤0.01%
361
+171
408
$48K ﹤0.01%
281
409
$48K ﹤0.01%
240
410
$48K ﹤0.01%
218
411
$48K ﹤0.01%
1,500
412
$47K ﹤0.01%
+1,287
413
$46K ﹤0.01%
550
414
$46K ﹤0.01%
+238
415
$45K ﹤0.01%
1,216
+175
416
$44K ﹤0.01%
639
+148
417
$41K ﹤0.01%
570
-75
418
$40K ﹤0.01%
1,585
+40
419
$40K ﹤0.01%
990
420
$40K ﹤0.01%
1,800
421
$40K ﹤0.01%
142
-220
422
$40K ﹤0.01%
315
-350
423
$39K ﹤0.01%
543
+320
424
$39K ﹤0.01%
+1,200
425
$38K ﹤0.01%
1,141
+141
15 16
17
18 19