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
526
$12K ﹤0.01%
100
527
$12K ﹤0.01%
286
528
$12K ﹤0.01%
100
529
$12K ﹤0.01%
200
530
$12K ﹤0.01%
+329
531
$12K ﹤0.01%
587
532
$11K ﹤0.01%
+1,000
533
$11K ﹤0.01%
275
534
$11K ﹤0.01%
70
+45
535
$11K ﹤0.01%
+295
536
$11K ﹤0.01%
60
-18
537
$11K ﹤0.01%
1,258
538
$10K ﹤0.01%
+66
539
$10K ﹤0.01%
404
540
$10K ﹤0.01%
258
541
$10K ﹤0.01%
160
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542
$10K ﹤0.01%
242
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543
$10K ﹤0.01%
1,704
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544
$10K ﹤0.01%
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545
$10K ﹤0.01%
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546
$10K ﹤0.01%
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547
$10K ﹤0.01%
1,000
548
$9K ﹤0.01%
+362
549
$9K ﹤0.01%
200
550
$9K ﹤0.01%
64
-103
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