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
26
$11.2M 0.9%
67,210
+6,859
27
$11.1M 0.88%
152,606
-2,532
28
$11M 0.88%
144,380
+657
29
$10.9M 0.87%
200,816
+160
30
$10.6M 0.85%
44,056
+2,171
31
$10.3M 0.82%
39,906
-1,164
32
$9.66M 0.77%
284,872
-406
33
$9.46M 0.76%
305,381
-6,225
34
$9.33M 0.75%
118,000
+3,877
35
$9.06M 0.72%
31,953
+5,487
36
$8.78M 0.7%
35,215
+10,540
37
$8.71M 0.7%
52,293
-57
38
$8.57M 0.68%
25,299
+569
39
$8.17M 0.65%
140,540
-2,380
40
$7.8M 0.62%
198,333
+7,547
41
$7.15M 0.57%
58,267
-211
42
$7.02M 0.56%
33,109
-5,781
43
$6.97M 0.56%
49,421
-15,156
44
$6.75M 0.54%
1,024,040
+2,560
45
$6.73M 0.54%
316,872
+1,895
46
$6.7M 0.54%
72,399
+231
47
$6.69M 0.53%
111,140
-4,160
48
$6.63M 0.53%
58,060
-6,000
49
$6.41M 0.51%
186,534
+4,068
50
$6.36M 0.51%
107,270
+1,204
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