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
426
$48K ﹤0.01%
1,018
-175
427
$48K ﹤0.01%
427
428
$47K ﹤0.01%
850
429
$47K ﹤0.01%
550
-200
430
$47K ﹤0.01%
500
431
$47K ﹤0.01%
1,041
432
$46K ﹤0.01%
1,050
+95
433
$46K ﹤0.01%
900
+150
434
$45K ﹤0.01%
400
435
$45K ﹤0.01%
3,374
+3,000
436
$45K ﹤0.01%
570
-375
437
$44K ﹤0.01%
546
-37
438
$44K ﹤0.01%
477
-363
439
$44K ﹤0.01%
2,800
440
$43K ﹤0.01%
215
-35
441
$43K ﹤0.01%
432
442
$43K ﹤0.01%
455
-122
443
$42K ﹤0.01%
+880
444
$42K ﹤0.01%
1,043
445
$42K ﹤0.01%
1,545
446
$42K ﹤0.01%
1,200
447
$41K ﹤0.01%
900
448
$41K ﹤0.01%
2,666
449
$40K ﹤0.01%
947
+12
450
$39K ﹤0.01%
250
-144
16 17
18
19 20