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
176
$1.49M 0.1%
13,262
+494
177
$1.46M 0.1%
12,354
+480
178
$1.45M 0.1%
26,935
+691
179
$1.44M 0.1%
56,022
+8,189
180
$1.39M 0.09%
57,956
+4,824
181
$1.38M 0.09%
47,594
-1,893
182
$1.35M 0.09%
14,038
-3,177
183
$1.24M 0.08%
22,465
-327
184
$1.23M 0.08%
6,518
+85
185
$1.2M 0.08%
8,379
+159
186
$1.2M 0.08%
13,139
-2,393
187
$1.19M 0.08%
24,985
-5,370
188
$1.19M 0.08%
39,093
+4,285
189
$1.18M 0.08%
15,732
+20
190
$1.17M 0.08%
32,208
-1,290
191
$1.16M 0.08%
20,574
-812
192
$1.15M 0.08%
15,480
193
$1.14M 0.08%
10,087
+190
194
$1.12M 0.07%
13,252
-826
195
$1.12M 0.07%
12,887
+493
196
$1.12M 0.07%
7,563
-55
197
$1.1M 0.07%
2,935
+2,516
198
$1.07M 0.07%
3,266
199
$1.06M 0.07%
18,000
200
$1.05M 0.07%
11,422
+105
6 7
8
9 10