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
476
$30K ﹤0.01%
1,413
477
$29K ﹤0.01%
940
478
$29K ﹤0.01%
255
479
$29K ﹤0.01%
865
-457
480
$28K ﹤0.01%
356
+6
481
$27K ﹤0.01%
173
-2,410
482
$26K ﹤0.01%
96
+15
483
$26K ﹤0.01%
203
+153
484
$26K ﹤0.01%
+607
485
$26K ﹤0.01%
5,000
486
$26K ﹤0.01%
+500
487
$25K ﹤0.01%
+2,000
488
$25K ﹤0.01%
266
+56
489
$24K ﹤0.01%
+1,000
490
$24K ﹤0.01%
+362
491
$24K ﹤0.01%
169
+19
492
$24K ﹤0.01%
218
493
$23K ﹤0.01%
476
494
$23K ﹤0.01%
91
-12
495
$23K ﹤0.01%
587
-129
496
$23K ﹤0.01%
153
+32
497
$23K ﹤0.01%
1,199
+1,166
498
$23K ﹤0.01%
275
499
$23K ﹤0.01%
+575
500
$23K ﹤0.01%
1,258
18 19
20
21 22