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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
901
$0 ﹤0.01%
+13
902
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-200
903
– –
-300
904
– –
-77
905
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906
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907
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0
908
– –
-7,000
909
– –
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910
$0 ﹤0.01%
157
911
$0 ﹤0.01%
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912
$0 ﹤0.01%
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913
$0 ﹤0.01%
9
-9
914
$0 ﹤0.01%
54
915
$0 ﹤0.01%
+122
916
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917
$0 ﹤0.01%
5,000
918
– –
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919
$0 ﹤0.01%
8
+5
920
– –
-11
921
$0 ﹤0.01%
800
922
$0 ﹤0.01%
2,265
923
– –
-16
924
– –
-934
925
$0 ﹤0.01%
22
34 35 36
37
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