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
101
$4.33M 0.28%
84,791
+10,419
102
$4.32M 0.28%
58,540
+16,650
103
$4.31M 0.28%
45,049
+3,961
104
$4.29M 0.28%
58,171
+32,129
105
$4.22M 0.27%
46,174
+7,179
106
$4.01M 0.26%
87,180
+9,245
107
$3.98M 0.26%
33,215
+5,432
108
$3.98M 0.26%
45,774
-169
109
$3.93M 0.25%
31,005
+3,274
110
$3.92M 0.25%
57,256
+581
111
$3.74M 0.24%
29,489
+4,303
112
$3.73M 0.24%
12,113
-137
113
$3.67M 0.24%
24,575
+2,020
114
$3.63M 0.23%
11,192
+2,885
115
$3.58M 0.23%
12,344
-2,004
116
$3.48M 0.22%
55,584
+12,003
117
$3.45M 0.22%
49,762
-237,094
118
$3.42M 0.22%
26,307
+2,798
119
$3.41M 0.22%
120,898
+9,188
120
$3.33M 0.21%
24,316
-11
121
$3.31M 0.21%
154,907
+47,960
122
$3.29M 0.21%
23,470
+11,980
123
$3.28M 0.21%
116,350
-1,876
124
$3.26M 0.21%
77,925
+62,615
125
$3.26M 0.21%
12,394
+654
3 4
5
6 7