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
326
$267K 0.02%
1,734
-230
327
$263K 0.02%
2,567
-1,515
328
$261K 0.02%
2,782
+2,004
329
$260K 0.02%
3,398
-167
330
$257K 0.02%
5,776
+955
331
$244K 0.02%
2,248
-4,111
332
$226K 0.02%
3,900
333
$225K 0.02%
10,249
-361
334
$217K 0.01%
1,502
+20
335
$216K 0.01%
7,105
336
$215K 0.01%
1,800
337
$213K 0.01%
6,649
338
$210K 0.01%
2,840
+160
339
$208K 0.01%
590
-67
340
$206K 0.01%
12,130
+5,550
341
$199K 0.01%
1,230
+68
342
$196K 0.01%
1,018
+171
343
$194K 0.01%
3,100
344
$188K 0.01%
2,843
-60
345
$188K 0.01%
5,786
+297
346
$188K 0.01%
3,069
-475
347
$187K 0.01%
13,396
-8,500
348
$185K 0.01%
22,400
349
$179K 0.01%
2,054
-24
350
$175K 0.01%
3,121
+1,413
12 13
14
15 16