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
526
$17K ﹤0.01%
125
527
$17K ﹤0.01%
180
528
$17K ﹤0.01%
186
529
$17K ﹤0.01%
58
+10
530
$17K ﹤0.01%
125
531
$17K ﹤0.01%
419
532
$16K ﹤0.01%
85
+21
533
$16K ﹤0.01%
350
534
$16K ﹤0.01%
1,236
535
$16K ﹤0.01%
500
536
$16K ﹤0.01%
1,215
537
$15K ﹤0.01%
252
-358
538
$15K ﹤0.01%
976
539
$15K ﹤0.01%
199
+99
540
$15K ﹤0.01%
107
-34
541
$14K ﹤0.01%
336
+11
542
$14K ﹤0.01%
177
543
$14K ﹤0.01%
85
544
$14K ﹤0.01%
110
545
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470
546
$14K ﹤0.01%
105
-200
547
$14K ﹤0.01%
245
548
$14K ﹤0.01%
+524
549
$14K ﹤0.01%
108
550
$14K ﹤0.01%
501
+320
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