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
301
$366K 0.02%
18,022
-590
302
$361K 0.02%
5,429
-73
303
$358K 0.02%
2,573
+177
304
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305
$353K 0.02%
6,967
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306
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5,234
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307
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4,479
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308
$330K 0.02%
+7,269
309
$330K 0.02%
6,370
+2,590
310
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311
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5,173
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312
$326K 0.02%
3,475
-51
313
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+4,000
314
$320K 0.02%
27,791
-1,046
315
$317K 0.02%
13,182
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316
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6,000
317
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318
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7,416
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319
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13,800
320
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75,631
+8,883
321
$286K 0.02%
5,534
+105
322
$280K 0.02%
9,188
+2,255
323
$277K 0.02%
18,112
324
$277K 0.02%
2,964
-125
325
$268K 0.02%
1,915
+18
11 12
13
14 15