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
101
$3.22M 0.26%
22,168
-3,053
102
$3.16M 0.25%
71,385
-2,655
103
$3.16M 0.25%
12,250
-1,991
104
$3.15M 0.25%
36,616
-1,657
105
$3.13M 0.25%
74,372
+1,597
106
$3.1M 0.25%
27,731
-336
107
$3.1M 0.25%
55,855
+1,139
108
$3.09M 0.25%
77,935
+15,298
109
$3.09M 0.25%
45,943
+150
110
$3.08M 0.25%
38,995
-3,204
111
$3.06M 0.24%
108,728
+9,558
112
$2.99M 0.24%
29,897
-36
113
$2.98M 0.24%
22,555
-475
114
$2.9M 0.23%
34,637
+1,375
115
$2.87M 0.23%
98,713
-537
116
$2.86M 0.23%
24,327
-218
117
$2.81M 0.22%
11,459
+70
118
$2.67M 0.21%
11,740
+372
119
$2.66M 0.21%
59,113
-498
120
$2.66M 0.21%
83,420
+8,380
121
$2.64M 0.21%
53,527
-7,265
122
$2.62M 0.21%
41,890
+34,390
123
$2.62M 0.21%
45,820
+681
124
$2.59M 0.21%
23,509
-3,193
125
$2.58M 0.21%
27,783
+2,812
3 4
5
6 7