We are live on ! Find out more
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
751
– –
-29
752
$0 ﹤0.01%
15
-9,714
753
– –
-18,390
754
– –
-596
755
– –
-200
756
– –
-100
757
– –
-61
758
$0 ﹤0.01%
+13
759
– –
-2
760
– –
-9
761
– –
-275
762
– –
-115
763
– –
-1,521
764
– –
-187
765
– –
-86
766
$0 ﹤0.01%
30
767
– –
-513
768
$0 ﹤0.01%
1
769
– –
-2,622
770
– –
-1,700
771
– –
-500
772
– –
-405
773
– –
0
774
– –
-651
775
$0 ﹤0.01%
2
29 30
31
32 33