MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
901
– –
-137
902
– –
-87
903
– –
-76
904
– –
-300
905
$0 ﹤0.01%
+28
906
– –
0
907
– –
-85
908
– –
-265
909
$0 ﹤0.01%
+15
910
– –
-110
911
– –
-2,439
912
$0 ﹤0.01%
+2
913
– –
-28
914
$0 ﹤0.01%
2
915
– –
-162
916
– –
-736
917
$0 ﹤0.01%
11
918
– –
-580
919
$0 ﹤0.01%
6
+5
920
– –
0
921
$0 ﹤0.01%
9
922
$0 ﹤0.01%
+13
923
– –
-200
924
– –
-300
925
– –
-77
34 35 36
37
38