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
351
$175K 0.01%
1,065
+430
352
$173K 0.01%
+4,590
353
$172K 0.01%
1,730
354
$168K 0.01%
7,760
-595
355
$167K 0.01%
4,405
-70
356
$156K 0.01%
2,978
-972
357
$156K 0.01%
3,464
358
$155K 0.01%
1,548
-133
359
$149K 0.01%
1,310
-100
360
$149K 0.01%
1,256
-512
361
$148K 0.01%
+12,994
362
$136K 0.01%
2,552
-6,277
363
$136K 0.01%
12,000
364
$135K 0.01%
1,765
365
$134K 0.01%
2,089
366
$128K 0.01%
1,456
-503
367
$124K 0.01%
2,267
368
$124K 0.01%
2,468
+468
369
$121K 0.01%
1,284
+1,209
370
$117K 0.01%
1,592
371
$116K 0.01%
2,068
372
$115K 0.01%
12,581
+239
373
$113K 0.01%
2,575
374
$110K 0.01%
+1,205
375
$106K 0.01%
563
+160
13 14
15
16 17