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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
801
– –
-115
802
$0 ﹤0.01%
+12
803
$0 ﹤0.01%
+5
804
$0 ﹤0.01%
2
805
$0 ﹤0.01%
12
806
– –
-2,620
807
– –
-141
808
– –
-4,864
809
– –
0
810
– –
-1,149
811
$0 ﹤0.01%
+4
812
– –
-10,446
813
– –
-30
814
$0 ﹤0.01%
157
815
$0 ﹤0.01%
67
816
$0 ﹤0.01%
19
817
$0 ﹤0.01%
54
818
$0 ﹤0.01%
5,000
819
$0 ﹤0.01%
1
820
$0 ﹤0.01%
800
821
$0 ﹤0.01%
2,265
822
– –
-228
823
– –
-5,000
824
– –
-2
825
– –
-350
30 31 32
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