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
476
$14K ﹤0.01%
+534
477
$14K ﹤0.01%
200
-200
478
$14K ﹤0.01%
470
479
$14K ﹤0.01%
+464
480
$13K ﹤0.01%
+1,000
481
$13K ﹤0.01%
350
482
$13K ﹤0.01%
+335
483
$13K ﹤0.01%
1,236
484
$13K ﹤0.01%
48
485
$13K ﹤0.01%
78
+63
486
$13K ﹤0.01%
240
-26
487
$13K ﹤0.01%
44
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488
$13K ﹤0.01%
917
-4,018
489
$13K ﹤0.01%
239
-78
490
$13K ﹤0.01%
100
-111
491
$13K ﹤0.01%
297
-8,708
492
$13K ﹤0.01%
563
493
$13K ﹤0.01%
419
494
$12K ﹤0.01%
976
495
$12K ﹤0.01%
+50
496
$12K ﹤0.01%
2,753
-444
497
$12K ﹤0.01%
106
498
$12K ﹤0.01%
+300
499
$12K ﹤0.01%
348
-20,345
500
$12K ﹤0.01%
500
18 19
20
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