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
176
$1.41M 0.09%
15,953
+2,424
177
$1.37M 0.09%
75,981
-24,811
178
$1.35M 0.09%
15,596
-514
179
$1.33M 0.09%
24,046
+7,119
180
$1.31M 0.08%
+66,043
181
$1.29M 0.08%
25,746
+5,742
182
$1.23M 0.08%
108,691
+48,180
183
$1.19M 0.08%
5,757
-853
184
$1.18M 0.08%
12,070
-2,231
185
$1.17M 0.08%
12,577
+986
186
$1.17M 0.08%
29,405
-1,689
187
$1.17M 0.08%
15,101
-561
188
$1.11M 0.07%
20,276
-17,825
189
$1.09M 0.07%
11,414
-430
190
$1.04M 0.07%
18,000
191
$1.02M 0.07%
25,464
-1,509
192
$1.02M 0.07%
8,227
+656
193
$1M 0.06%
25,116
-1,620
194
$999K 0.06%
6,978
+178
195
$965K 0.06%
37,296
-2,190
196
$955K 0.06%
14,911
197
$940K 0.06%
15,987
-345
198
$938K 0.06%
28,498
+1,171
199
$922K 0.06%
16,142
-948
200
$911K 0.06%
17,740
+2,035
6 7
8
9 10