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
451
$25K ﹤0.01%
109
-36
452
$25K ﹤0.01%
+909
453
$25K ﹤0.01%
488
454
$25K ﹤0.01%
404
455
$24K ﹤0.01%
476
456
$24K ﹤0.01%
+708
457
$24K ﹤0.01%
+327
458
$23K ﹤0.01%
130
+22
459
$22K ﹤0.01%
260
-2,318
460
$22K ﹤0.01%
1,996
461
$22K ﹤0.01%
1,015
+647
462
$22K ﹤0.01%
585
-2,314
463
$21K ﹤0.01%
213
-12
464
$21K ﹤0.01%
344
+44
465
$21K ﹤0.01%
102
-145
466
$21K ﹤0.01%
500
467
$20K ﹤0.01%
29
468
$20K ﹤0.01%
400
469
$20K ﹤0.01%
+561
470
$19K ﹤0.01%
+498
471
$19K ﹤0.01%
52
+4
472
$19K ﹤0.01%
123
-19
473
$19K ﹤0.01%
+111
474
$19K ﹤0.01%
1,057
-70,621
475
$19K ﹤0.01%
1,000
17 18
19
20 21