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
$1.55B
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%
79
627
$3K ﹤0.01%
+16
628
$3K ﹤0.01%
+18
629
$3K ﹤0.01%
+55
630
$3K ﹤0.01%
100
631
$3K ﹤0.01%
208
-9
632
$3K ﹤0.01%
74
-8,069
633
$3K ﹤0.01%
+82
634
$3K ﹤0.01%
+34
635
$3K ﹤0.01%
+33
636
$3K ﹤0.01%
+30
637
$3K ﹤0.01%
+55
638
$3K ﹤0.01%
+75
639
$3K ﹤0.01%
+34
640
$3K ﹤0.01%
+57
641
$3K ﹤0.01%
+28
642
$3K ﹤0.01%
+188
643
$3K ﹤0.01%
105
-645
644
$3K ﹤0.01%
+81
645
$2K ﹤0.01%
+2
646
$2K ﹤0.01%
+52
647
$2K ﹤0.01%
100
-119
648
$2K ﹤0.01%
+40
649
$2K ﹤0.01%
4
650
$2K ﹤0.01%
62
24 25
26
27 28