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
551
$14K ﹤0.01%
399
+88
552
$14K ﹤0.01%
1,333
553
$13K ﹤0.01%
176
554
$13K ﹤0.01%
125
-37
555
$13K ﹤0.01%
145
556
$13K ﹤0.01%
187
557
$13K ﹤0.01%
+790
558
$13K ﹤0.01%
369
-265
559
$13K ﹤0.01%
113
560
$13K ﹤0.01%
+300
561
$12K ﹤0.01%
750
562
$12K ﹤0.01%
+100
563
$12K ﹤0.01%
290
564
$12K ﹤0.01%
200
565
$11K ﹤0.01%
309
566
$11K ﹤0.01%
404
567
$11K ﹤0.01%
139
-78
568
$11K ﹤0.01%
200
569
$11K ﹤0.01%
+130
570
$11K ﹤0.01%
167
571
$11K ﹤0.01%
+1,000
572
$11K ﹤0.01%
+200
573
$11K ﹤0.01%
311
574
$11K ﹤0.01%
300
575
$11K ﹤0.01%
+200
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