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
501
$15K ﹤0.01%
605
502
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503
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248
504
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1,043
505
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601
+38
506
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144
507
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350
-520
508
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55
509
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50
510
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917
511
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325
512
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513
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+70
514
$13K ﹤0.01%
976
515
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1,000
516
$13K ﹤0.01%
936
517
$13K ﹤0.01%
500
518
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519
$13K ﹤0.01%
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520
$13K ﹤0.01%
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521
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258
+125
522
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200
523
$13K ﹤0.01%
100
524
$13K ﹤0.01%
66
+10
525
$12K ﹤0.01%
+329
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