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
726
– –
-100
727
– –
-175
728
– –
-213
729
– –
-362
730
– –
-41
731
– –
-780
732
– –
-84
733
– –
-25,148
734
– –
-202
735
– –
-4,656
736
– –
-592
737
– –
-24
738
– –
-100
739
– –
-25
740
– –
-40
741
– –
-37
742
– –
-39
743
$0 ﹤0.01%
2
744
– –
-270
745
– –
-1,616
746
– –
-894
747
– –
-16
748
– –
-211
749
– –
-3,749
750
– –
-83
28 29
30
31 32