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
476
$19K ﹤0.01%
+94
477
$19K ﹤0.01%
200
478
$18K ﹤0.01%
239
479
$18K ﹤0.01%
58
+9
480
$18K ﹤0.01%
100
481
$18K ﹤0.01%
155
482
$18K ﹤0.01%
428
483
$17K ﹤0.01%
106
484
$17K ﹤0.01%
335
485
$17K ﹤0.01%
+100
486
$17K ﹤0.01%
+239
487
$17K ﹤0.01%
663
-804
488
$17K ﹤0.01%
173
-54
489
$17K ﹤0.01%
575
490
$17K ﹤0.01%
+244
491
$17K ﹤0.01%
464
492
$17K ﹤0.01%
5,000
493
$16K ﹤0.01%
300
494
$16K ﹤0.01%
54
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495
$16K ﹤0.01%
226
+217
496
$16K ﹤0.01%
186
-56
497
$16K ﹤0.01%
470
498
$16K ﹤0.01%
203
+78
499
$16K ﹤0.01%
450
-450
500
$16K ﹤0.01%
+473
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