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
626
$8K ﹤0.01%
+215
627
$8K ﹤0.01%
111
628
$8K ﹤0.01%
+464
629
$8K ﹤0.01%
+313
630
$8K ﹤0.01%
490
631
$8K ﹤0.01%
82
632
$8K ﹤0.01%
121
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%
184
-218
646
$6K ﹤0.01%
246
647
$6K ﹤0.01%
387
648
$6K ﹤0.01%
920
+234
649
$6K ﹤0.01%
375
650
$6K ﹤0.01%
+500
24 25
26
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