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
+$5.38M
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%
+34
752
$2K ﹤0.01%
+6
753
$2K ﹤0.01%
+14
754
$2K ﹤0.01%
42
-2,260
755
$2K ﹤0.01%
83
756
$2K ﹤0.01%
+75
757
$2K ﹤0.01%
300
758
$2K ﹤0.01%
+148
759
$2K ﹤0.01%
208
+132
760
$2K ﹤0.01%
+86
761
$2K ﹤0.01%
+130
762
$2K ﹤0.01%
61
-1,111
763
$2K ﹤0.01%
39
764
$2K ﹤0.01%
+200
765
$2K ﹤0.01%
+23
766
$2K ﹤0.01%
275
767
$2K ﹤0.01%
7
768
$2K ﹤0.01%
+50
769
$2K ﹤0.01%
+102
770
$2K ﹤0.01%
100
771
$2K ﹤0.01%
+20
772
$2K ﹤0.01%
+144
773
$2K ﹤0.01%
100
774
$2K ﹤0.01%
+40
775
$2K ﹤0.01%
+67
29 30
31
32 33