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
$1.25B
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.25M
3
+$3.25M
4
NOC icon
Northrop Grumman
NOC
+$3.12M
5
UNH icon
UnitedHealth
UNH
+$2.63M

Top Sells

1
+$6.49M
2
+$4.9M
3
+$2.59M
4
UNP icon
Union Pacific
UNP
+$2.14M
5
AAPL icon
Apple
AAPL
+$2.12M

Sector Composition

1 Technology 14.35%
2 Financials 9.96%
3 Healthcare 9.69%
4 Consumer Discretionary 8.21%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.32M 0.5%
70,044
-1,431
52
$6.14M 0.49%
142,107
-18,160
53
$6.05M 0.48%
156,499
+15,527
54
$5.85M 0.47%
67,130
+1,982
55
$5.72M 0.46%
39,874
+10,817
56
$5.7M 0.45%
140,793
+10,770
57
$5.47M 0.44%
76,526
-212
58
$5.47M 0.44%
57,623
-3,310
59
$5.29M 0.42%
108,467
-22,835
60
$5.15M 0.41%
81,794
-1,992
61
$4.87M 0.39%
89,292
+2,970
62
$4.85M 0.39%
50,648
-1,206
63
$4.71M 0.38%
124,233
-3,978
64
$4.66M 0.37%
15,399
+10,319
65
$4.64M 0.37%
64,338
-1,260
66
$4.61M 0.37%
36,367
+5,602
67
$4.59M 0.37%
14,737
-389
68
$4.59M 0.37%
31,146
-1,811
69
$4.57M 0.36%
133,872
-22,730
70
$4.52M 0.36%
31,317
-65
71
$4.5M 0.36%
68,648
+1,364
72
$4.49M 0.36%
82,879
-3,975
73
$4.4M 0.35%
42,892
-1,269
74
$4.37M 0.35%
26,318
-3,756
75
$4.22M 0.34%
34,850
+19,562
1 2
3
4 5