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
426
$26K ﹤0.01%
651
-350
427
$26K ﹤0.01%
876
+334
428
$25K ﹤0.01%
177
+86
429
$25K ﹤0.01%
150
-314
430
$24K ﹤0.01%
404
431
$23K ﹤0.01%
+454
432
$23K ﹤0.01%
190
-654
433
$23K ﹤0.01%
645
+465
434
$22K ﹤0.01%
620
-398
435
$22K ﹤0.01%
1,000
-428
436
$22K ﹤0.01%
225
-30
437
$22K ﹤0.01%
488
-40
438
$21K ﹤0.01%
522
-1
439
$21K ﹤0.01%
380
-26,472
440
$21K ﹤0.01%
155
441
$21K ﹤0.01%
+370
442
$20K ﹤0.01%
118
443
$20K ﹤0.01%
167
-210
444
$20K ﹤0.01%
227
-16,563
445
$20K ﹤0.01%
218
446
$20K ﹤0.01%
500
447
$20K ﹤0.01%
200
448
$19K ﹤0.01%
210
-394
449
$19K ﹤0.01%
476
450
$19K ﹤0.01%
1,244
-2,800
16 17
18
19 20