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
576
$11K ﹤0.01%
300
577
$11K ﹤0.01%
+200
578
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580
579
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+1,000
580
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128
581
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101
582
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140
583
$10K ﹤0.01%
106
584
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323
585
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586
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587
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588
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350
589
$10K ﹤0.01%
49
590
$10K ﹤0.01%
325
591
$10K ﹤0.01%
+504
592
$10K ﹤0.01%
100
593
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102
+100
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141
+40
596
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597
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103
+13
598
$9K ﹤0.01%
209
+134
599
$9K ﹤0.01%
108
-94
600
$9K ﹤0.01%
570
22 23
24
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