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
151
$2.32M 0.16%
43,300
-3,618
152
$2.31M 0.15%
34,543
+3,482
153
$2.29M 0.15%
72,722
+9,975
154
$2.12M 0.14%
33,487
+3,125
155
$2.1M 0.14%
28,295
+3,048
156
$1.99M 0.13%
121,942
+15,924
157
$1.96M 0.13%
57,344
+11,020
158
$1.95M 0.13%
5,962
-1,723
159
$1.92M 0.13%
33,997
+122
160
$1.88M 0.13%
99,814
+8,223
161
$1.86M 0.12%
30,310
+9,820
162
$1.85M 0.12%
15,353
+2,127
163
$1.74M 0.12%
14,911
-200
164
$1.71M 0.11%
38,249
-1,590
165
$1.7M 0.11%
29,330
+1,411
166
$1.7M 0.11%
26,611
+5,112
167
$1.64M 0.11%
5,703
+554
168
$1.62M 0.11%
52,534
-1,600
169
$1.62M 0.11%
28,855
-1,061
170
$1.6M 0.11%
90,241
-26,777
171
$1.59M 0.11%
31,591
+3,869
172
$1.56M 0.1%
20,028
+1,160
173
$1.55M 0.1%
41,300
+14,625
174
$1.55M 0.1%
14,594
+1,907
175
$1.51M 0.1%
24,807
+965
5 6
7
8 9