MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
651
$2K ﹤0.01%
+2
652
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+52
653
$2K ﹤0.01%
100
-119
654
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+40
655
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4
656
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62
657
$2K ﹤0.01%
+12
658
$2K ﹤0.01%
83
659
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81
+80
660
$2K ﹤0.01%
300
661
$2K ﹤0.01%
+143
662
$2K ﹤0.01%
19
663
$2K ﹤0.01%
+3
664
$2K ﹤0.01%
+103
665
$2K ﹤0.01%
100
666
$1K ﹤0.01%
+60
667
$1K ﹤0.01%
18
668
$1K ﹤0.01%
18
669
$1K ﹤0.01%
+9
670
$1K ﹤0.01%
+20
671
$1K ﹤0.01%
15
672
$1K ﹤0.01%
43
673
$1K ﹤0.01%
+15
674
$1K ﹤0.01%
15
-42
675
$1K ﹤0.01%
33
-17,540
25 26
27
28 29