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
476
$19K ﹤0.01%
200
477
$18K ﹤0.01%
239
478
$18K ﹤0.01%
58
+9
479
$18K ﹤0.01%
100
480
$18K ﹤0.01%
155
481
$18K ﹤0.01%
428
482
$17K ﹤0.01%
106
483
$17K ﹤0.01%
335
484
$17K ﹤0.01%
+100
485
$17K ﹤0.01%
+239
486
$17K ﹤0.01%
663
-804
487
$17K ﹤0.01%
173
-54
488
$17K ﹤0.01%
575
489
$17K ﹤0.01%
+244
490
$17K ﹤0.01%
464
491
$17K ﹤0.01%
5,000
492
$16K ﹤0.01%
226
+217
493
$16K ﹤0.01%
186
-56
494
$16K ﹤0.01%
470
495
$16K ﹤0.01%
203
+78
496
$16K ﹤0.01%
450
-450
497
$16K ﹤0.01%
+473
498
$16K ﹤0.01%
300
499
$16K ﹤0.01%
54
+4
500
$15K ﹤0.01%
605
18 19
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