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
651
$2K ﹤0.01%
+12
652
$2K ﹤0.01%
83
653
$2K ﹤0.01%
81
+80
654
$2K ﹤0.01%
300
655
$2K ﹤0.01%
+143
656
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19
657
$2K ﹤0.01%
+3
658
$2K ﹤0.01%
+103
659
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100
660
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128
-23
661
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+50
662
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30
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663
$2K ﹤0.01%
200
664
$2K ﹤0.01%
+8
665
$2K ﹤0.01%
100
666
$2K ﹤0.01%
18
667
$2K ﹤0.01%
8,700
668
$1K ﹤0.01%
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669
$1K ﹤0.01%
18
670
$1K ﹤0.01%
18
671
$1K ﹤0.01%
+9
672
$1K ﹤0.01%
65
673
$1K ﹤0.01%
+50
674
$1K ﹤0.01%
+15
675
$1K ﹤0.01%
+20
25 26
27
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