MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
726
$3K ﹤0.01%
+80
727
$3K ﹤0.01%
86
728
$3K ﹤0.01%
+73
729
$3K ﹤0.01%
28
+4
730
$3K ﹤0.01%
17
731
$3K ﹤0.01%
+32
732
$3K ﹤0.01%
+6
733
$3K ﹤0.01%
115
734
$3K ﹤0.01%
329
735
$3K ﹤0.01%
50
736
$3K ﹤0.01%
200
737
$3K ﹤0.01%
+12
738
$3K ﹤0.01%
180
-750
739
$3K ﹤0.01%
150
740
$3K ﹤0.01%
150
-290
741
$3K ﹤0.01%
196
742
$3K ﹤0.01%
86
743
$2K ﹤0.01%
+36
744
$2K ﹤0.01%
+31
745
$2K ﹤0.01%
78
746
$2K ﹤0.01%
+59
747
$2K ﹤0.01%
7
748
$2K ﹤0.01%
+199
749
$2K ﹤0.01%
+34
750
$2K ﹤0.01%
+6
28 29
30
31 32