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
476
$30K ﹤0.01%
670
477
$30K ﹤0.01%
136
478
$29K ﹤0.01%
865
-457
479
$29K ﹤0.01%
255
480
$29K ﹤0.01%
940
481
$28K ﹤0.01%
356
+6
482
$27K ﹤0.01%
173
-2,410
483
$26K ﹤0.01%
96
+15
484
$26K ﹤0.01%
203
+153
485
$26K ﹤0.01%
+607
486
$26K ﹤0.01%
5,000
487
$26K ﹤0.01%
+500
488
$25K ﹤0.01%
+2,000
489
$25K ﹤0.01%
266
+56
490
$24K ﹤0.01%
+1,000
491
$24K ﹤0.01%
+362
492
$24K ﹤0.01%
169
+19
493
$24K ﹤0.01%
218
494
$23K ﹤0.01%
476
495
$23K ﹤0.01%
91
-12
496
$23K ﹤0.01%
587
-129
497
$23K ﹤0.01%
153
+32
498
$23K ﹤0.01%
1,199
+1,166
499
$23K ﹤0.01%
275
500
$23K ﹤0.01%
+575
18 19
20
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