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
376
$102K 0.01%
1,279
+854
377
$102K 0.01%
528
+23
378
$101K 0.01%
1,264
379
$99K 0.01%
1,500
380
$99K 0.01%
930
381
$96K 0.01%
860
+29
382
$96K 0.01%
1,300
-500
383
$95K 0.01%
856
384
$94K 0.01%
513
+18
385
$92K 0.01%
2,079
-526
386
$92K 0.01%
1,025
387
$90K 0.01%
+3,000
388
$89K 0.01%
495
-50
389
$88K 0.01%
322
+102
390
$85K 0.01%
3,308
-43
391
$84K 0.01%
940
392
$83K 0.01%
+2,000
393
$83K 0.01%
1,380
394
$78K 0.01%
+440
395
$78K 0.01%
2,300
396
$77K 0.01%
872
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397
$76K 0.01%
+357
398
$75K 0.01%
4,499
+481
399
$74K 0.01%
1,040
-400
400
$74K 0.01%
1,200
14 15
16
17 18