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
51
$7.46M 0.5%
82,029
+7,886
52
$7.41M 0.5%
145,274
-40,301
53
$7.2M 0.48%
123,604
+492
54
$6.89M 0.46%
37,869
+4,636
55
$6.85M 0.46%
66,086
-1,965
56
$6.84M 0.46%
82,671
-979
57
$6.73M 0.45%
164,658
-4,700
58
$6.54M 0.44%
44,486
+780
59
$6.53M 0.44%
31,494
+853
60
$6.53M 0.44%
103,504
+5,238
61
$6.37M 0.43%
115,022
-915
62
$6.27M 0.42%
55,447
+6,471
63
$6.11M 0.41%
238,788
-5,690
64
$5.89M 0.39%
64,595
-1,820
65
$5.89M 0.39%
66,954
-685
66
$5.79M 0.39%
141,476
+24,011
67
$5.7M 0.38%
37,719
-5,511
68
$5.63M 0.38%
197,013
+7,465
69
$5.59M 0.37%
79,889
+3,011
70
$5.51M 0.37%
77,989
+2,560
71
$5.49M 0.37%
15,386
-112
72
$5.48M 0.37%
111,801
+14,049
73
$5.34M 0.36%
62,117
+451
74
$5.33M 0.36%
24,536
+10,863
75
$5.27M 0.35%
85,259
+755
1 2
3
4 5