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
551
$14K ﹤0.01%
399
+88
552
$13K ﹤0.01%
176
553
$13K ﹤0.01%
125
-37
554
$13K ﹤0.01%
145
555
$13K ﹤0.01%
187
556
$13K ﹤0.01%
+790
557
$13K ﹤0.01%
369
-265
558
$13K ﹤0.01%
113
559
$13K ﹤0.01%
+300
560
$12K ﹤0.01%
750
561
$12K ﹤0.01%
+100
562
$12K ﹤0.01%
290
563
$12K ﹤0.01%
200
564
$11K ﹤0.01%
100
565
$11K ﹤0.01%
146
566
$11K ﹤0.01%
194
+63
567
$11K ﹤0.01%
309
568
$11K ﹤0.01%
404
569
$11K ﹤0.01%
139
-78
570
$11K ﹤0.01%
200
571
$11K ﹤0.01%
+130
572
$11K ﹤0.01%
167
573
$11K ﹤0.01%
+1,000
574
$11K ﹤0.01%
+200
575
$11K ﹤0.01%
311
21 22
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