MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
-18.6%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$1.25B
AUM Growth
-$366M
(-23%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-1.97%
Top 10 Holdings %
Top 10 Hldgs %
28.36%
Holding
865
New
38
Increased
164
Reduced
290
Closed
147
Top Buys
| 1 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$3.98M |
| 2 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$3.25M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$3.25M |
| 4 |
Northrop Grumman
NOC
|
$3.12M |
| 5 |
UnitedHealth
UNH
|
$2.63M |
Top Sells
| 1 |
Booking.com
BKNG
|
$6.49M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$4.9M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$2.59M |
| 4 |
Union Pacific
UNP
|
$2.14M |
| 5 |
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% |
