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
726
$3K ﹤0.01%
22
727
$3K ﹤0.01%
+80
728
$3K ﹤0.01%
86
729
$3K ﹤0.01%
+73
730
$3K ﹤0.01%
28
+4
731
$3K ﹤0.01%
17
732
$3K ﹤0.01%
+32
733
$3K ﹤0.01%
+6
734
$3K ﹤0.01%
115
735
$3K ﹤0.01%
329
736
$3K ﹤0.01%
50
737
$3K ﹤0.01%
200
738
$3K ﹤0.01%
+12
739
$3K ﹤0.01%
180
-750
740
$3K ﹤0.01%
150
741
$3K ﹤0.01%
100
-193
742
$3K ﹤0.01%
196
743
$3K ﹤0.01%
86
744
$2K ﹤0.01%
+36
745
$2K ﹤0.01%
+31
746
$2K ﹤0.01%
78
747
$2K ﹤0.01%
+59
748
$2K ﹤0.01%
7
749
$2K ﹤0.01%
+199
750
$2K ﹤0.01%
+34
28 29
30
31 32