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
426
$37K ﹤0.01%
1,200
427
$36K ﹤0.01%
2,634
-119
428
$36K ﹤0.01%
655
429
$35K ﹤0.01%
213
-77
430
$35K ﹤0.01%
155
431
$34K ﹤0.01%
633
-286
432
$33K ﹤0.01%
500
-1,000
433
$31K ﹤0.01%
820
-9,532
434
$31K ﹤0.01%
+831
435
$31K ﹤0.01%
+822
436
$30K ﹤0.01%
600
-107,867
437
$30K ﹤0.01%
2,666
438
$29K ﹤0.01%
132
+14
439
$29K ﹤0.01%
500
440
$29K ﹤0.01%
876
441
$29K ﹤0.01%
113
442
$29K ﹤0.01%
404
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443
$28K ﹤0.01%
550
+484
444
$28K ﹤0.01%
225
445
$28K ﹤0.01%
2,452
-2,800
446
$27K ﹤0.01%
454
447
$27K ﹤0.01%
+300
448
$26K ﹤0.01%
210
449
$26K ﹤0.01%
950
-150
450
$26K ﹤0.01%
160
+10
16 17
18
19 20