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
51
$7.46M 0.48%
24,265
+8,866
52
$7.42M 0.48%
44,957
+8,590
53
$7.17M 0.46%
182,646
+26,147
54
$6.78M 0.44%
71,240
+4,110
55
$6.77M 0.44%
45,094
+2,202
56
$6.76M 0.44%
38,650
-1,224
57
$6.61M 0.43%
72,120
+2,076
58
$6.61M 0.43%
42,657
+7,807
59
$6.54M 0.42%
39,903
+9,513
60
$6.15M 0.4%
82,076
+5,550
61
$6.13M 0.39%
45,341
+8,725
62
$6.09M 0.39%
80,392
-1,402
63
$6.07M 0.39%
31,638
+492
64
$6.02M 0.39%
15,514
+777
65
$5.94M 0.38%
60,848
+3,225
66
$5.83M 0.38%
97,088
-14,052
67
$5.72M 0.37%
63,873
+2,556
68
$5.51M 0.36%
67,845
+3,507
69
$5.43M 0.35%
28,174
+1,856
70
$5.37M 0.35%
120,223
+48,838
71
$5.18M 0.33%
95,311
+6,019
72
$5.17M 0.33%
25,921
+3,641
73
$5.06M 0.33%
180,135
+8,925
74
$5.05M 0.33%
123,867
+8,537
75
$5.04M 0.33%
37,620
+10,027
1 2
3
4 5