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
401
$74K 0.01%
1,200
402
$71K ﹤0.01%
510
+100
403
$68K ﹤0.01%
550
404
$67K ﹤0.01%
+392
405
$67K ﹤0.01%
1,037
-39
406
$65K ﹤0.01%
914
-518
407
$65K ﹤0.01%
1,774
+74
408
$65K ﹤0.01%
+870
409
$64K ﹤0.01%
2,298
-24,307
410
$61K ﹤0.01%
+4,656
411
$60K ﹤0.01%
832
412
$58K ﹤0.01%
9,616
413
$57K ﹤0.01%
570
414
$56K ﹤0.01%
1,443
-48
415
$55K ﹤0.01%
370
+108
416
$54K ﹤0.01%
202
+12
417
$52K ﹤0.01%
655
418
$51K ﹤0.01%
1,000
419
$51K ﹤0.01%
1,750
420
$51K ﹤0.01%
1,904
-21,873
421
$51K ﹤0.01%
500
-21,895
422
$50K ﹤0.01%
840
-900
423
$49K ﹤0.01%
1,800
424
$49K ﹤0.01%
+845
425
$49K ﹤0.01%
2,972
+172
15 16
17
18 19