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
$1.49B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
957
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$2.9M
3
+$2.72M
4
UNH icon
UnitedHealth
UNH
+$2.36M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.19M

Top Sells

1
+$3.36M
2
+$3.17M
3
+$2.68M
4
MCK icon
McKesson
MCK
+$2.54M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.23M

Sector Composition

1 Technology 11.22%
2 Financials 10.31%
3 Consumer Discretionary 8.88%
4 Healthcare 8.5%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$446K 0.03%
3,924
-185
277
$444K 0.03%
4,938
+2,558
278
$440K 0.03%
12,215
-477
279
$436K 0.03%
4,280
+1,040
280
$434K 0.03%
7,704
-240
281
$433K 0.03%
11,928
-454
282
$432K 0.03%
5,068
-207
283
$424K 0.03%
7,751
-239
284
$418K 0.03%
18,283
+2,453
285
$411K 0.03%
20,272
-787
286
$411K 0.03%
9,405
+4,705
287
$411K 0.03%
+15,801
288
$403K 0.03%
2,527
+324
289
$401K 0.03%
5,255
+2,261
290
$399K 0.03%
3,432
+127
291
$396K 0.03%
4,503
-35
292
$384K 0.03%
6,176
-202
293
$381K 0.03%
1,717
-116
294
$376K 0.03%
2,400
+124
295
$374K 0.03%
5,065
-1,185
296
$374K 0.03%
13,098
-337
297
$373K 0.03%
6,720
+110
298
$373K 0.03%
3,642
-1,765
299
$372K 0.02%
5,102
-201
300
$368K 0.02%
+14,997
10 11
12
13 14