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
76
$5M 0.32%
125,286
+1,053
77
$4.99M 0.32%
58,822
-9,826
78
$4.88M 0.31%
20,709
+2,232
79
$4.88M 0.31%
15,534
+412
80
$4.82M 0.31%
241,899
+11,033
81
$4.81M 0.31%
30,721
+172
82
$4.77M 0.31%
23,830
+1,662
83
$4.75M 0.31%
42,743
+1,160
84
$4.69M 0.3%
28,011
-3,306
85
$4.67M 0.3%
98,125
-42,668
86
$4.66M 0.3%
134,328
+25,600
87
$4.65M 0.3%
203,651
+13,591
88
$4.64M 0.3%
81,206
+9,132
89
$4.55M 0.29%
23,010
+2,119
90
$4.54M 0.29%
32,555
+2,658
91
$4.5M 0.29%
86,889
+4,010
92
$4.48M 0.29%
25,840
+1,368
93
$4.46M 0.29%
75,818
+24,498
94
$4.46M 0.29%
22,398
+1,342
95
$4.45M 0.29%
26,292
-23,129
96
$4.43M 0.29%
71,938
+9,824
97
$4.42M 0.28%
71,228
+2,386
98
$4.4M 0.28%
39,435
+1,866
99
$4.4M 0.28%
119,543
+2,262
100
$4.35M 0.28%
+142,930
2 3
4
5 6