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
26
$11.9M 0.8%
57,070
+2,070
27
$11.7M 0.78%
43,092
+5,420
28
$11.4M 0.76%
52,532
-760
29
$11.3M 0.76%
37,943
-935
30
$10.7M 0.72%
141,785
+5,614
31
$10.6M 0.71%
311,700
-5,217
32
$10.2M 0.69%
57,499
+7,526
33
$10.2M 0.68%
62,922
+546
34
$10.1M 0.68%
36,615
+163
35
$10.1M 0.68%
195,939
-61,455
36
$9.17M 0.61%
23,502
+842
37
$9.16M 0.61%
66,666
-1,548
38
$9.14M 0.61%
185,011
+10,999
39
$9.12M 0.61%
112,529
-1,893
40
$9.01M 0.6%
75,928
-830
41
$8.78M 0.59%
143,980
+2,280
42
$8.64M 0.58%
4,403
+347
43
$8.43M 0.56%
288,877
+10,140
44
$8.23M 0.55%
38,172
+1,549
45
$8.21M 0.55%
71,376
+412
46
$8.11M 0.54%
179,858
+7,744
47
$7.63M 0.51%
70,263
-1,199
48
$7.49M 0.5%
58,506
+1,722
49
$7.49M 0.5%
140,866
+20,020
50
$7.48M 0.5%
25,685
+481
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