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
451
$39K ﹤0.01%
250
-144
452
$38K ﹤0.01%
2,803
453
$38K ﹤0.01%
400
454
$38K ﹤0.01%
150
455
$37K ﹤0.01%
116
456
$36K ﹤0.01%
+902
457
$36K ﹤0.01%
267
-18,866
458
$36K ﹤0.01%
1,530
+594
459
$36K ﹤0.01%
+1,355
460
$36K ﹤0.01%
285
-283
461
$36K ﹤0.01%
189
-20
462
$34K ﹤0.01%
167
463
$34K ﹤0.01%
+204
464
$34K ﹤0.01%
229
+10
465
$34K ﹤0.01%
1,090
-170
466
$34K ﹤0.01%
1,228
467
$33K ﹤0.01%
550
468
$32K ﹤0.01%
+6,000
469
$32K ﹤0.01%
+784
470
$31K ﹤0.01%
532
-16
471
$31K ﹤0.01%
+2,420
472
$30K ﹤0.01%
1,413
473
$30K ﹤0.01%
1,521
474
$30K ﹤0.01%
1,452
+181
475
$30K ﹤0.01%
197
17 18
19
20 21