MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
626
$3K ﹤0.01%
+55
627
$3K ﹤0.01%
+75
628
$3K ﹤0.01%
+34
629
$3K ﹤0.01%
+57
630
$3K ﹤0.01%
+28
631
$3K ﹤0.01%
+188
632
$3K ﹤0.01%
105
-645
633
$3K ﹤0.01%
+82
634
$3K ﹤0.01%
+81
635
$3K ﹤0.01%
74
-8,069
636
$3K ﹤0.01%
208
-9
637
$3K ﹤0.01%
100
638
$3K ﹤0.01%
+55
639
$3K ﹤0.01%
+18
640
$3K ﹤0.01%
+16
641
$3K ﹤0.01%
79
642
$3K ﹤0.01%
+18
643
$2K ﹤0.01%
+2
644
$2K ﹤0.01%
+52
645
$2K ﹤0.01%
100
-119
646
$2K ﹤0.01%
+40
647
$2K ﹤0.01%
4
648
$2K ﹤0.01%
62
649
$2K ﹤0.01%
+12
650
$2K ﹤0.01%
83
24 25
26
27 28