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
+$5.32M
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%
+14
827
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+16
828
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+10
829
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+29
830
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+4
831
$1K ﹤0.01%
+20
832
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+18
833
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+117
834
$1K ﹤0.01%
64
835
$1K ﹤0.01%
249
+39
836
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50
+49
837
$1K ﹤0.01%
300
838
$1K ﹤0.01%
+92
839
$1K ﹤0.01%
25
-89
840
$1K ﹤0.01%
+19
841
$1K ﹤0.01%
+6
842
$1K ﹤0.01%
+261
843
$0 ﹤0.01%
+6
844
– –
0
845
$0 ﹤0.01%
+9
846
– –
-142
847
– –
-115
848
$0 ﹤0.01%
+1
849
– –
-700
850
– –
-80
32 33
34
35 36