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
501
$15K ﹤0.01%
1,236
502
$15K ﹤0.01%
248
503
$15K ﹤0.01%
1,043
504
$15K ﹤0.01%
601
+38
505
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144
506
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350
-520
507
$14K ﹤0.01%
55
508
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50
509
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917
510
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325
511
$14K ﹤0.01%
580
512
$14K ﹤0.01%
+70
513
$13K ﹤0.01%
976
514
$13K ﹤0.01%
1,000
515
$13K ﹤0.01%
936
516
$13K ﹤0.01%
500
517
$13K ﹤0.01%
422
518
$13K ﹤0.01%
+76
519
$13K ﹤0.01%
+41
520
$13K ﹤0.01%
258
+125
521
$13K ﹤0.01%
200
522
$13K ﹤0.01%
100
523
$13K ﹤0.01%
66
+10
524
$12K ﹤0.01%
64
525
$12K ﹤0.01%
418
19 20
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