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
151
$1.81M 0.14%
88,154
+13,283
152
$1.75M 0.14%
100,792
+10,416
153
$1.72M 0.14%
42,065
+9,085
154
$1.69M 0.14%
20,573
+7,889
155
$1.54M 0.12%
10,349
+76
156
$1.54M 0.12%
35,476
-2,140
157
$1.53M 0.12%
11,490
+11,161
158
$1.52M 0.12%
13,160
+3,939
159
$1.51M 0.12%
49,920
-2,654
160
$1.47M 0.12%
16,941
+1,082
161
$1.42M 0.11%
66,042
+3,790
162
$1.42M 0.11%
11,669
-990
163
$1.4M 0.11%
16,110
+4,746
164
$1.39M 0.11%
24,227
-2,929
165
$1.37M 0.11%
10,446
-8,982
166
$1.36M 0.11%
47,704
+1,713
167
$1.27M 0.1%
32,932
+102
168
$1.23M 0.1%
7,859
-79
169
$1.23M 0.1%
39,762
-20,370
170
$1.19M 0.1%
6,610
-333
171
$1.17M 0.09%
14,301
-15,772
172
$1.16M 0.09%
13,529
-851
173
$1.13M 0.09%
14,911
174
$1.07M 0.09%
10,472
-11,550
175
$1.05M 0.08%
31,094
-6,001
5 6
7
8 9