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
501
$12K ﹤0.01%
187
502
$12K ﹤0.01%
5,000
503
$11K ﹤0.01%
+64
504
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936
-403
505
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248
506
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+50
507
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286
508
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848
+323
509
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+155
510
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+100
511
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113
512
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228
-176
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$10K ﹤0.01%
275
-30
514
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605
-182
515
$10K ﹤0.01%
239
516
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125
517
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55
518
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145
519
$10K ﹤0.01%
+100
520
$10K ﹤0.01%
422
-722
521
$10K ﹤0.01%
49
522
$10K ﹤0.01%
325
523
$10K ﹤0.01%
290
524
$10K ﹤0.01%
1,000
525
$10K ﹤0.01%
1,258
19 20
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