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
251
$809K 0.03%
18,907
+3,076
252
$806K 0.03%
9,854
+446
253
$803K 0.03%
3,856
+1,099
254
$798K 0.02%
9,826
+8,131
255
$781K 0.02%
8,512
+336
256
$779K 0.02%
4,908
+190
257
$768K 0.02%
30,309
-3,027
258
$759K 0.02%
11,315
+19
259
$754K 0.02%
15,524
-208
260
$726K 0.02%
1,182
+3
261
$725K 0.02%
4,017
+319
262
$723K 0.02%
1,191
+86
263
$718K 0.02%
3,272
-392
264
$698K 0.02%
1,347
+25
265
$675K 0.02%
4,641
+19
266
$672K 0.02%
7,997
-1,077
267
$668K 0.02%
12,945
+442
268
$652K 0.02%
6,224
-3,910
269
$650K 0.02%
788
+595
270
$648K 0.02%
1,924
-101
271
$638K 0.02%
3,827
-9
272
$634K 0.02%
1
273
$622K 0.02%
3,406
+71
274
$621K 0.02%
2,437
+306
275
$617K 0.02%
12,849
9 10
11
12 13