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
126
$3.22M 0.22%
72,388
+91
127
$3.14M 0.21%
20,755
+14,501
128
$3.04M 0.2%
24,396
-1,298
129
$3M 0.2%
59,466
-4,235
130
$2.98M 0.2%
94,667
-3,745
131
$2.97M 0.2%
22,965
+22,442
132
$2.8M 0.19%
52,176
-2,675
133
$2.75M 0.18%
28,311
+1,095
134
$2.74M 0.18%
11,762
-826
135
$2.73M 0.18%
94,154
+93,782
136
$2.72M 0.18%
120,412
+5,465
137
$2.69M 0.18%
30,740
+1,291
138
$2.68M 0.18%
17,130
+571
139
$2.62M 0.18%
12,655
+1,106
140
$2.6M 0.17%
10,825
+50
141
$2.59M 0.17%
49,466
+2,449
142
$2.59M 0.17%
24,190
+2,270
143
$2.57M 0.17%
17,139
+3,760
144
$2.56M 0.17%
44,484
+5,499
145
$2.54M 0.17%
54,625
-1,040
146
$2.51M 0.17%
31,193
+3,166
147
$2.43M 0.16%
14,368
+580
148
$2.43M 0.16%
28,473
+660
149
$2.4M 0.16%
39,862
+2,992
150
$2.34M 0.16%
34,956
+1,096
4 5
6
7 8