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
376
$104K 0.01%
3,031
+2,326
377
$102K 0.01%
1,279
+854
378
$102K 0.01%
528
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379
$101K 0.01%
1,264
380
$99K 0.01%
1,500
381
$99K 0.01%
930
382
$96K 0.01%
860
+29
383
$96K 0.01%
1,300
-500
384
$95K 0.01%
856
385
$94K 0.01%
513
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386
$92K 0.01%
2,079
-526
387
$92K 0.01%
1,025
388
$90K 0.01%
+3,000
389
$89K 0.01%
495
-50
390
$88K 0.01%
322
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391
$85K 0.01%
3,308
-43
392
$84K 0.01%
940
393
$83K 0.01%
+2,000
394
$83K 0.01%
690
395
$78K 0.01%
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396
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2,300
397
$77K 0.01%
872
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398
$76K 0.01%
+357
399
$75K 0.01%
4,499
+481
400
$74K 0.01%
1,040
-400
14 15
16
17 18