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
276
$606K 0.02%
12,321
-363
277
$583K 0.02%
4,164
+210
278
$580K 0.02%
1,168
+1,118
279
$576K 0.02%
5,681
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280
$575K 0.02%
2,301
-31
281
$574K 0.02%
377
-20
282
$563K 0.02%
12,753
+1,408
283
$558K 0.02%
1,202
+30
284
$554K 0.02%
2,215
-31
285
$552K 0.02%
4,423
-145
286
$551K 0.02%
4,250
-58
287
$549K 0.02%
2,725
+137
288
$545K 0.02%
2,648
+840
289
$537K 0.02%
12,383
-806
290
$532K 0.02%
1,533
+103
291
$527K 0.02%
9,111
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292
$519K 0.02%
5,588
-1,318
293
$519K 0.02%
1,168
-64
294
$516K 0.02%
29,340
+2,036
295
$506K 0.02%
6,567
+1,583
296
$500K 0.02%
10,269
-225
297
$486K 0.02%
2,518
+297
298
$480K 0.01%
9,458
-673
299
$469K 0.01%
4,521
-132
300
$462K 0.01%
2,581
-232
10 11
12
13 14