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
551
$9K ﹤0.01%
+140
552
$9K ﹤0.01%
345
553
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100
554
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555
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200
556
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34
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40
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558
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559
$8K ﹤0.01%
66
-10,406
560
$8K ﹤0.01%
387
561
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97
562
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312
563
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+50
564
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100
565
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566
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100
567
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572
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-491
573
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+220
574
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+137
575
$7K ﹤0.01%
445
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21 22
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