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
751
$2K ﹤0.01%
+6
752
$2K ﹤0.01%
+14
753
$2K ﹤0.01%
42
-2,260
754
$2K ﹤0.01%
83
755
$2K ﹤0.01%
+75
756
$2K ﹤0.01%
300
757
$2K ﹤0.01%
+148
758
$2K ﹤0.01%
208
+132
759
$2K ﹤0.01%
+86
760
$2K ﹤0.01%
+130
761
$2K ﹤0.01%
61
-1,111
762
$2K ﹤0.01%
39
763
$2K ﹤0.01%
+200
764
$2K ﹤0.01%
+23
765
$2K ﹤0.01%
275
766
$2K ﹤0.01%
7
767
$2K ﹤0.01%
+50
768
$2K ﹤0.01%
+102
769
$2K ﹤0.01%
100
770
$2K ﹤0.01%
+20
771
$2K ﹤0.01%
+144
772
$2K ﹤0.01%
100
773
$2K ﹤0.01%
+40
774
$2K ﹤0.01%
+67
775
$2K ﹤0.01%
250
29 30
31
32 33