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
651
$6K ﹤0.01%
375
652
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+500
653
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97
654
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655
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409
656
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349
657
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+41
658
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165
659
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39
-102
660
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321
+104
661
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125
662
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333
663
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194
+188
664
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200
+179
665
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100
666
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+1,000
667
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35
668
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+104
669
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+253
670
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+326
671
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30
+13
672
$5K ﹤0.01%
100
-100
673
$5K ﹤0.01%
+71
674
$5K ﹤0.01%
+100
675
$5K ﹤0.01%
36