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
+$5.38M
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
76
$5.26M 0.35%
50,756
-1,615
77
$5.19M 0.35%
64,091
-16
78
$5.19M 0.35%
131,193
+312
79
$5.17M 0.35%
34,925
+849
80
$4.99M 0.33%
104,691
+7,907
81
$4.95M 0.33%
29,531
+1,139
82
$4.89M 0.33%
70,734
-820
83
$4.83M 0.32%
24,625
+909
84
$4.78M 0.32%
39,857
-629
85
$4.77M 0.32%
22,551
+96
86
$4.76M 0.32%
179,325
+1,095
87
$4.71M 0.32%
1,081,280
+22,280
88
$4.67M 0.31%
34,596
-500
89
$4.58M 0.31%
28,346
+177
90
$4.55M 0.3%
15,320
+115
91
$4.54M 0.3%
85,309
-1,229
92
$4.49M 0.3%
45,052
+331
93
$4.43M 0.3%
22,367
-553
94
$4.42M 0.3%
34,346
+8,925
95
$4.42M 0.3%
24,558
+942
96
$4.42M 0.3%
30,591
+300
97
$4.35M 0.29%
39,595
+865
98
$4.35M 0.29%
65,050
+940
99
$4.22M 0.28%
38,408
-30,602
100
$4.21M 0.28%
30,317
+2,190
2 3
4
5 6