MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
751
$2K ﹤0.01%
+200
752
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+23
753
$2K ﹤0.01%
275
754
$2K ﹤0.01%
7
755
$2K ﹤0.01%
+50
756
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+102
757
$2K ﹤0.01%
100
758
$2K ﹤0.01%
+31
759
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78
760
$2K ﹤0.01%
+59
761
$2K ﹤0.01%
7
762
$2K ﹤0.01%
+199
763
$2K ﹤0.01%
+34
764
$2K ﹤0.01%
+6
765
$2K ﹤0.01%
+14
766
$2K ﹤0.01%
42
-2,260
767
$2K ﹤0.01%
83
768
$2K ﹤0.01%
+20
769
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+144
770
$2K ﹤0.01%
100
771
$2K ﹤0.01%
+40
772
$2K ﹤0.01%
+67
773
$2K ﹤0.01%
250
774
$2K ﹤0.01%
139
+131
775
$2K ﹤0.01%
+8
29 30
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