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
451
$38K ﹤0.01%
150
452
$38K ﹤0.01%
400
453
$38K ﹤0.01%
2,803
454
$37K ﹤0.01%
116
455
$36K ﹤0.01%
189
-20
456
$36K ﹤0.01%
285
-283
457
$36K ﹤0.01%
+1,355
458
$36K ﹤0.01%
1,530
+594
459
$36K ﹤0.01%
267
-18,866
460
$36K ﹤0.01%
+902
461
$34K ﹤0.01%
229
+10
462
$34K ﹤0.01%
+204
463
$34K ﹤0.01%
167
464
$34K ﹤0.01%
1,228
465
$34K ﹤0.01%
1,090
-170
466
$33K ﹤0.01%
550
467
$32K ﹤0.01%
+784
468
$32K ﹤0.01%
+6,000
469
$31K ﹤0.01%
+2,420
470
$31K ﹤0.01%
532
-16
471
$30K ﹤0.01%
136
472
$30K ﹤0.01%
704
473
$30K ﹤0.01%
197
474
$30K ﹤0.01%
1,452
+181
475
$30K ﹤0.01%
1,521
17 18
19
20 21