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
676
$5K ﹤0.01%
+69
677
$5K ﹤0.01%
37
678
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63
679
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60
-200
680
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550
-50
681
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93
682
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+500
683
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50
-25
684
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27
-3
685
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+329
686
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+400
687
$5K ﹤0.01%
156
688
$5K ﹤0.01%
283
689
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135
+2
690
$5K ﹤0.01%
100
691
$5K ﹤0.01%
349
+221
692
$5K ﹤0.01%
+56
693
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164
+160
694
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+94
695
$5K ﹤0.01%
200
696
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60
697
$5K ﹤0.01%
100
698
$4K ﹤0.01%
100
699
$4K ﹤0.01%
40
700
$4K ﹤0.01%
47
26 27
28
29 30