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
776
– –
-948
777
– –
-1,277
778
$0 ﹤0.01%
2
779
– –
-136
780
$0 ﹤0.01%
4
781
– –
-99
782
– –
-3,100
783
– –
-273
784
– –
-572
785
– –
-173
786
$0 ﹤0.01%
11
787
– –
-107
788
$0 ﹤0.01%
1
789
– –
-549
790
– –
-471
791
$0 ﹤0.01%
6
792
– –
-1,205
793
– –
-121
794
– –
-570
795
– –
-645
796
– –
-140
797
$0 ﹤0.01%
2
798
– –
-35
799
– –
-144
800
– –
-136
30 31
32
33 34