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
426
$36K ﹤0.01%
2,634
-119
427
$36K ﹤0.01%
655
428
$35K ﹤0.01%
213
-77
429
$35K ﹤0.01%
155
430
$34K ﹤0.01%
1,513
-683
431
$33K ﹤0.01%
500
-1,000
432
$31K ﹤0.01%
820
-9,532
433
$31K ﹤0.01%
+831
434
$31K ﹤0.01%
+822
435
$30K ﹤0.01%
600
-107,867
436
$30K ﹤0.01%
2,666
437
$29K ﹤0.01%
132
+14
438
$29K ﹤0.01%
500
439
$29K ﹤0.01%
876
440
$29K ﹤0.01%
113
441
$29K ﹤0.01%
404
+34
442
$28K ﹤0.01%
550
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443
$28K ﹤0.01%
225
444
$28K ﹤0.01%
2,452
-2,800
445
$27K ﹤0.01%
454
446
$27K ﹤0.01%
+300
447
$26K ﹤0.01%
210
448
$26K ﹤0.01%
950
-150
449
$26K ﹤0.01%
160
+10
450
$25K ﹤0.01%
109
-36
16 17
18
19 20