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
$1.55B
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
126
$3.23M 0.21%
9,812
-1,647
127
$3.23M 0.21%
12,078
+503
128
$3.22M 0.21%
92,915
+9,495
129
$3.2M 0.21%
105,305
+6,592
130
$3.01M 0.19%
35,316
-5,792
131
$3M 0.19%
52,636
+34,744
132
$2.99M 0.19%
29,687
-4,950
133
$2.91M 0.19%
110,992
+22,838
134
$2.85M 0.18%
63,683
+3,260
135
$2.83M 0.18%
57,610
+15,545
136
$2.83M 0.18%
73,907
+1,233
137
$2.8M 0.18%
59,627
+4,210
138
$2.8M 0.18%
35,891
-6,041
139
$2.79M 0.18%
26,091
+3,885
140
$2.74M 0.18%
5,467
-913
141
$2.72M 0.18%
67,906
-65,966
142
$2.66M 0.17%
48,485
-5,042
143
$2.58M 0.17%
15,181
+15,173
144
$2.57M 0.17%
8,490
+2,068
145
$2.57M 0.17%
73,275
-12,663
146
$2.54M 0.16%
41,990
-4,012
147
$2.52M 0.16%
39,458
-6,362
148
$2.52M 0.16%
50,190
+33,320
149
$2.49M 0.16%
16,655
+1,210
150
$2.27M 0.15%
12,388
+2,039
4 5
6
7 8