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
576
$7K ﹤0.01%
167
577
$7K ﹤0.01%
+146
578
$7K ﹤0.01%
616
+608
579
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+1,000
580
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30
581
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148
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550
-393
583
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80
584
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50
-11,619
585
$6K ﹤0.01%
182
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586
$6K ﹤0.01%
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587
$6K ﹤0.01%
89
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588
$6K ﹤0.01%
80
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589
$6K ﹤0.01%
170
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590
$6K ﹤0.01%
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592
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593
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595
$5K ﹤0.01%
27
596
$5K ﹤0.01%
888
597
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155
-196
598
$5K ﹤0.01%
93
599
$5K ﹤0.01%
165
600
$5K ﹤0.01%
99
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