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
801
$1K ﹤0.01%
9
802
$1K ﹤0.01%
+25
803
$1K ﹤0.01%
30
804
$1K ﹤0.01%
+54
805
$1K ﹤0.01%
+33
806
$1K ﹤0.01%
+40
807
$1K ﹤0.01%
45
808
$1K ﹤0.01%
+174
809
$1K ﹤0.01%
+11
810
$1K ﹤0.01%
+44
811
$1K ﹤0.01%
49
812
$1K ﹤0.01%
50
+49
813
$1K ﹤0.01%
300
814
$1K ﹤0.01%
+92
815
$1K ﹤0.01%
25
-89
816
$1K ﹤0.01%
+19
817
$1K ﹤0.01%
+6
818
$1K ﹤0.01%
+261
819
$1K ﹤0.01%
+9
820
$1K ﹤0.01%
+6
821
$1K ﹤0.01%
+7
822
$1K ﹤0.01%
+17
823
$1K ﹤0.01%
+11
824
$1K ﹤0.01%
44
+8
825
$1K ﹤0.01%
+23
31 32
33
34 35