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
526
$12K ﹤0.01%
587
527
$12K ﹤0.01%
64
528
$12K ﹤0.01%
418
529
$12K ﹤0.01%
100
530
$12K ﹤0.01%
286
531
$12K ﹤0.01%
100
532
$12K ﹤0.01%
200
533
$11K ﹤0.01%
+1,000
534
$11K ﹤0.01%
275
535
$11K ﹤0.01%
70
+45
536
$11K ﹤0.01%
+295
537
$11K ﹤0.01%
60
-18
538
$11K ﹤0.01%
1,258
539
$10K ﹤0.01%
+66
540
$10K ﹤0.01%
404
541
$10K ﹤0.01%
258
542
$10K ﹤0.01%
160
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543
$10K ﹤0.01%
242
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$10K ﹤0.01%
1,704
-51,635
545
$10K ﹤0.01%
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546
$10K ﹤0.01%
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547
$10K ﹤0.01%
+67
548
$10K ﹤0.01%
1,000
549
$9K ﹤0.01%
+362
550
$9K ﹤0.01%
200
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