MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
626
$8K ﹤0.01%
177
-24
627
$8K ﹤0.01%
888
628
$8K ﹤0.01%
225
629
$8K ﹤0.01%
95
630
$8K ﹤0.01%
362
631
$8K ﹤0.01%
135
632
$8K ﹤0.01%
500
633
$8K ﹤0.01%
575
634
$8K ﹤0.01%
229
635
$7K ﹤0.01%
44
636
$7K ﹤0.01%
343
637
$7K ﹤0.01%
66
+26
638
$7K ﹤0.01%
38
639
$7K ﹤0.01%
76
640
$7K ﹤0.01%
104
641
$7K ﹤0.01%
95
-11
642
$7K ﹤0.01%
106
-79
643
$7K ﹤0.01%
+672
644
$7K ﹤0.01%
+549
645
$6K ﹤0.01%
+1,000
646
$6K ﹤0.01%
184
-218
647
$6K ﹤0.01%
246
648
$6K ﹤0.01%
387
649
$6K ﹤0.01%
920
+234
650
$6K ﹤0.01%
375
24 25
26
27 28