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
601
$5K ﹤0.01%
249
602
$5K ﹤0.01%
+270
603
$5K ﹤0.01%
333
604
$5K ﹤0.01%
+280
605
$5K ﹤0.01%
56
606
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+51
607
$5K ﹤0.01%
140
-119
608
$5K ﹤0.01%
89
609
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74
+14
610
$4K ﹤0.01%
73
611
$4K ﹤0.01%
200
612
$4K ﹤0.01%
+84
613
$4K ﹤0.01%
+1,000
614
$4K ﹤0.01%
88
-113
615
$4K ﹤0.01%
127
+27
616
$4K ﹤0.01%
100
617
$4K ﹤0.01%
35
618
$4K ﹤0.01%
463
+54
619
$4K ﹤0.01%
84
-132
620
$4K ﹤0.01%
+96
621
$4K ﹤0.01%
+4
622
$4K ﹤0.01%
+71
623
$3K ﹤0.01%
+34
624
$3K ﹤0.01%
+33
625
$3K ﹤0.01%
+30
23 24
25
26 27