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
$1.25B
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.25M
3
+$3.25M
4
NOC icon
Northrop Grumman
NOC
+$3.12M
5
UNH icon
UnitedHealth
UNH
+$2.63M

Top Sells

1
+$6.49M
2
+$4.9M
3
+$2.59M
4
UNP icon
Union Pacific
UNP
+$2.14M
5
AAPL icon
Apple
AAPL
+$2.12M

Sector Composition

1 Technology 14.35%
2 Financials 9.96%
3 Healthcare 9.69%
4 Consumer Discretionary 8.21%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
62
627
$2K ﹤0.01%
83
628
$2K ﹤0.01%
35
629
$1K ﹤0.01%
+38
630
$1K ﹤0.01%
18
631
$1K ﹤0.01%
18
632
$1K ﹤0.01%
36
-9,615
633
$1K ﹤0.01%
65
634
$1K ﹤0.01%
15
635
$1K ﹤0.01%
4
636
$1K ﹤0.01%
43
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637
$1K ﹤0.01%
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638
$1K ﹤0.01%
8
639
$1K ﹤0.01%
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640
$1K ﹤0.01%
61
641
$1K ﹤0.01%
9
642
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115
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$1K ﹤0.01%
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645
$1K ﹤0.01%
45
646
$1K ﹤0.01%
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$1K ﹤0.01%
40
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648
$1K ﹤0.01%
200
649
$1K ﹤0.01%
+153
650
$1K ﹤0.01%
40
-10,915
24 25
26
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