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
826
$1K ﹤0.01%
18
827
$1K ﹤0.01%
95
+14
828
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7
+5
829
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+30
830
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+19
831
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15
832
$1K ﹤0.01%
4
833
$1K ﹤0.01%
+14
834
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+16
835
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+10
836
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+29
837
$1K ﹤0.01%
+4
838
$1K ﹤0.01%
+20
839
$1K ﹤0.01%
+18
840
$1K ﹤0.01%
+117
841
$1K ﹤0.01%
64
842
$1K ﹤0.01%
249
+39
843
$0 ﹤0.01%
2,265
844
$0 ﹤0.01%
+6
845
– –
0
846
$0 ﹤0.01%
+9
847
– –
-142
848
– –
-115
849
$0 ﹤0.01%
+1
850
– –
-700
32 33
34
35 36