MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$5.32M
2
+$2.84M
3
+$2.76M
4
UNH icon
UnitedHealth
UNH
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.21M

Top Sells

1
+$3.23M
2
+$3.02M
3
+$2.74M
4
MCK icon
McKesson
MCK
+$2.68M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.25M

Sector Composition

1 Technology 11.22%
2 Financials 10.31%
3 Consumer Discretionary 8.88%
4 Healthcare 8.48%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$173K 0.01%
+4,590
352
$172K 0.01%
1,730
353
$168K 0.01%
7,760
-595
354
$167K 0.01%
4,405
-70
355
$156K 0.01%
2,978
-972
356
$156K 0.01%
3,464
357
$155K 0.01%
1,548
-133
358
$149K 0.01%
1,310
-100
359
$149K 0.01%
1,256
-512
360
$148K 0.01%
+12,994
361
$136K 0.01%
2,552
-6,277
362
$136K 0.01%
12,000
363
$135K 0.01%
1,765
364
$134K 0.01%
2,089
365
$128K 0.01%
1,456
-503
366
$124K 0.01%
2,267
367
$124K 0.01%
2,468
+468
368
$121K 0.01%
1,284
+1,209
369
$117K 0.01%
1,592
370
$116K 0.01%
2,068
371
$115K 0.01%
12,581
+239
372
$113K 0.01%
2,575
373
$110K 0.01%
+1,205
374
$106K 0.01%
563
+160
375
$104K 0.01%
3,031
+2,326
13 14
15
16 17