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
101
$4.2M 0.28%
49,257
+3,461
102
$4.2M 0.28%
14,134
+148
103
$4.16M 0.28%
24,808
+10,100
104
$4.11M 0.28%
22,471
-1,256
105
$4.07M 0.27%
25,031
+477
106
$4.05M 0.27%
74,335
+875
107
$3.9M 0.26%
57,284
-2,172
108
$3.88M 0.26%
10,202
+3,422
109
$3.86M 0.26%
99,228
-6,925
110
$3.82M 0.26%
74,478
+7,396
111
$3.79M 0.25%
25,973
+1,111
112
$3.77M 0.25%
36,740
-760
113
$3.76M 0.25%
44,940
-4,192
114
$3.68M 0.25%
60,634
+25,167
115
$3.68M 0.25%
64,938
+2,418
116
$3.67M 0.25%
64,678
-5,235
117
$3.51M 0.24%
29,395
-66
118
$3.5M 0.23%
61,342
+177
119
$3.47M 0.23%
22,782
-8,235
120
$3.43M 0.23%
105,896
-1,908
121
$3.41M 0.23%
97,201
+3,431
122
$3.4M 0.23%
17,593
+2,015
123
$3.38M 0.23%
116,234
+1,110
124
$3.35M 0.22%
13,678
-1,593
125
$3.3M 0.22%
45,326
+1,293
3 4
5
6 7