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
$3.21B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,187
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$6.03M
3
+$5.34M
4
NEE icon
NextEra Energy
NEE
+$4.22M
5
ZBH icon
Zimmer Biomet
ZBH
+$3.33M

Top Sells

1
+$17.4M
2
+$14.7M
3
+$12.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.74M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.73M

Sector Composition

1 Technology 19.99%
2 Financials 9.98%
3 Consumer Discretionary 9.14%
4 Healthcare 8.46%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.04%
6,580
+109
227
$1.25M 0.04%
29,709
-366
228
$1.24M 0.04%
+19,838
229
$1.23M 0.04%
53,128
-19,204
230
$1.21M 0.04%
26,285
+1,194
231
$1.18M 0.04%
10,223
+389
232
$1.17M 0.04%
5,884
+186
233
$1.08M 0.03%
10,360
-303
234
$1.04M 0.03%
3,580
+31
235
$1.04M 0.03%
6,524
-192
236
$1M 0.03%
8,476
-235
237
$993K 0.03%
6,081
+479
238
$949K 0.03%
13,560
+52
239
$940K 0.03%
10,000
+1,032
240
$921K 0.03%
6,327
+10
241
$920K 0.03%
3,193
+757
242
$918K 0.03%
16,975
+1,460
243
$906K 0.03%
23,672
-487
244
$898K 0.03%
46,015
245
$896K 0.03%
4,647
-116
246
$874K 0.03%
4,058
+3,122
247
$846K 0.03%
22,820
+62
248
$845K 0.03%
6,952
-41
249
$828K 0.03%
111,035
-3,178
250
$817K 0.03%
40,125
8 9
10
11 12