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
201
$1.04M 0.07%
24,395
-4,308
202
$1.04M 0.07%
9,218
-307
203
$991K 0.07%
30,571
+1,114
204
$973K 0.07%
7,676
+348
205
$970K 0.07%
8,563
+452
206
$964K 0.06%
6,032
+112
207
$958K 0.06%
11,292
+413
208
$942K 0.06%
4,220
-19
209
$938K 0.06%
33,780
+4,120
210
$935K 0.06%
7,401
+335
211
$906K 0.06%
27,369
+219
212
$888K 0.06%
20,789
-778
213
$878K 0.06%
15,758
-586
214
$864K 0.06%
731
+11
215
$829K 0.06%
30,056
-1,184
216
$814K 0.05%
9,007
+7
217
$797K 0.05%
15,835
+1,585
218
$794K 0.05%
+21,063
219
$789K 0.05%
8,762
-7,679
220
$781K 0.05%
4,945
221
$773K 0.05%
8,684
-359
222
$755K 0.05%
14,897
+11,877
223
$746K 0.05%
44,023
+9,584
224
$742K 0.05%
9,772
+4,938
225
$722K 0.05%
4,382
-1,466
7 8
9
10 11