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
551
$9K ﹤0.01%
64
-103
552
$9K ﹤0.01%
+140
553
$9K ﹤0.01%
345
554
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100
555
$9K ﹤0.01%
175
556
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200
557
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34
558
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40
+16
559
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39
+7
560
$8K ﹤0.01%
66
-10,406
561
$8K ﹤0.01%
387
562
$8K ﹤0.01%
97
563
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312
564
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+50
565
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100
566
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567
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568
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569
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570
$8K ﹤0.01%
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571
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100
572
$7K ﹤0.01%
122
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573
$7K ﹤0.01%
274
-491
574
$7K ﹤0.01%
+220
575
$7K ﹤0.01%
+137
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