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
501
$22K ﹤0.01%
802
+679
502
$22K ﹤0.01%
1,200
503
$22K ﹤0.01%
+1,125
504
$22K ﹤0.01%
675
505
$22K ﹤0.01%
500
506
$21K ﹤0.01%
+650
507
$21K ﹤0.01%
145
+15
508
$21K ﹤0.01%
135
-15
509
$21K ﹤0.01%
+1,362
510
$20K ﹤0.01%
731
-275
511
$20K ﹤0.01%
34
512
$20K ﹤0.01%
700
513
$20K ﹤0.01%
1,000
514
$20K ﹤0.01%
200
515
$20K ﹤0.01%
+1,152
516
$19K ﹤0.01%
155
517
$19K ﹤0.01%
+1,602
518
$19K ﹤0.01%
990
519
$19K ﹤0.01%
65
520
$18K ﹤0.01%
650
+40
521
$18K ﹤0.01%
118
-185
522
$18K ﹤0.01%
1,208
+1,175
523
$18K ﹤0.01%
67
524
$18K ﹤0.01%
650
-553
525
$17K ﹤0.01%
125
19 20
21
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