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
+$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
626
$3K ﹤0.01%
+33
627
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+30
628
$3K ﹤0.01%
+55
629
$3K ﹤0.01%
+75
630
$3K ﹤0.01%
+34
631
$3K ﹤0.01%
+57
632
$3K ﹤0.01%
+28
633
$3K ﹤0.01%
+188
634
$3K ﹤0.01%
105
-645
635
$3K ﹤0.01%
+82
636
$3K ﹤0.01%
+81
637
$3K ﹤0.01%
74
-8,069
638
$3K ﹤0.01%
208
-9
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$3K ﹤0.01%
100
640
$3K ﹤0.01%
+55
641
$3K ﹤0.01%
+18
642
$3K ﹤0.01%
+16
643
$3K ﹤0.01%
79
644
$3K ﹤0.01%
+18
645
$2K ﹤0.01%
+40
646
$2K ﹤0.01%
+2
647
$2K ﹤0.01%
+52
648
$2K ﹤0.01%
100
-119
649
$2K ﹤0.01%
4
650
$2K ﹤0.01%
62
24 25
26
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