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
576
$7K ﹤0.01%
445
-155
577
$7K ﹤0.01%
167
578
$7K ﹤0.01%
+146
579
$7K ﹤0.01%
616
+608
580
$7K ﹤0.01%
+1,000
581
$6K ﹤0.01%
+200
582
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30
583
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148
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584
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550
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80
586
$6K ﹤0.01%
50
-11,619
587
$6K ﹤0.01%
182
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588
$6K ﹤0.01%
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589
$6K ﹤0.01%
2,225
590
$6K ﹤0.01%
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$6K ﹤0.01%
80
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592
$6K ﹤0.01%
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$6K ﹤0.01%
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595
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596
$6K ﹤0.01%
+199
597
$5K ﹤0.01%
27
598
$5K ﹤0.01%
888
599
$5K ﹤0.01%
155
-196
600
$5K ﹤0.01%
93
22 23
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