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
501
$23K ﹤0.01%
1,258
502
$22K ﹤0.01%
802
+679
503
$22K ﹤0.01%
1,200
504
$22K ﹤0.01%
+1,125
505
$22K ﹤0.01%
675
506
$22K ﹤0.01%
500
507
$21K ﹤0.01%
+650
508
$21K ﹤0.01%
145
+15
509
$21K ﹤0.01%
135
-15
510
$21K ﹤0.01%
+1,362
511
$20K ﹤0.01%
731
-275
512
$20K ﹤0.01%
34
513
$20K ﹤0.01%
700
514
$20K ﹤0.01%
1,000
515
$20K ﹤0.01%
200
516
$20K ﹤0.01%
+1,152
517
$19K ﹤0.01%
155
518
$19K ﹤0.01%
+1,602
519
$19K ﹤0.01%
990
520
$19K ﹤0.01%
65
521
$18K ﹤0.01%
650
+40
522
$18K ﹤0.01%
118
-185
523
$18K ﹤0.01%
1,208
+1,175
524
$18K ﹤0.01%
67
525
$18K ﹤0.01%
650
-553
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