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
626
$8K ﹤0.01%
82
627
$8K ﹤0.01%
121
628
$8K ﹤0.01%
575
629
$8K ﹤0.01%
229
630
$8K ﹤0.01%
252
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631
$8K ﹤0.01%
177
-24
632
$8K ﹤0.01%
888
633
$8K ﹤0.01%
225
634
$7K ﹤0.01%
44
635
$7K ﹤0.01%
343
636
$7K ﹤0.01%
66
+26
637
$7K ﹤0.01%
38
638
$7K ﹤0.01%
76
639
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104
640
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95
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641
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642
$7K ﹤0.01%
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643
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28
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646
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586
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647
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648
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246
649
$6K ﹤0.01%
387
650
$6K ﹤0.01%
920
+234
24 25
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