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
451
$25K ﹤0.01%
+909
452
$25K ﹤0.01%
488
453
$25K ﹤0.01%
404
454
$24K ﹤0.01%
476
455
$24K ﹤0.01%
+708
456
$24K ﹤0.01%
+327
457
$23K ﹤0.01%
130
+22
458
$22K ﹤0.01%
260
-2,318
459
$22K ﹤0.01%
1,996
460
$22K ﹤0.01%
1,015
+647
461
$22K ﹤0.01%
1,170
-4,628
462
$21K ﹤0.01%
102
-145
463
$21K ﹤0.01%
500
464
$21K ﹤0.01%
213
-12
465
$21K ﹤0.01%
344
+44
466
$20K ﹤0.01%
29
467
$20K ﹤0.01%
400
468
$20K ﹤0.01%
+561
469
$19K ﹤0.01%
+498
470
$19K ﹤0.01%
52
+4
471
$19K ﹤0.01%
123
-19
472
$19K ﹤0.01%
+111
473
$19K ﹤0.01%
1,057
-70,621
474
$19K ﹤0.01%
1,000
475
$19K ﹤0.01%
+94
17 18
19
20 21