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
451
$19K ﹤0.01%
142
-5
452
$19K ﹤0.01%
990
453
$18K ﹤0.01%
225
454
$18K ﹤0.01%
+400
455
$18K ﹤0.01%
765
-395
456
$18K ﹤0.01%
508
-403
457
$18K ﹤0.01%
29
-30
458
$18K ﹤0.01%
400
-150
459
$18K ﹤0.01%
513
-9,752
460
$18K ﹤0.01%
1,996
461
$17K ﹤0.01%
223
-1,109
462
$17K ﹤0.01%
242
+56
463
$17K ﹤0.01%
167
464
$17K ﹤0.01%
428
+163
465
$16K ﹤0.01%
207
-208
466
$16K ﹤0.01%
500
467
$16K ﹤0.01%
300
+153
468
$16K ﹤0.01%
150
+100
469
$15K ﹤0.01%
750
470
$15K ﹤0.01%
185
-81
471
$15K ﹤0.01%
1,200
472
$15K ﹤0.01%
575
473
$15K ﹤0.01%
200
474
$15K ﹤0.01%
108
475
$14K ﹤0.01%
300
17 18
19
20 21