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
301
$441K 0.01%
6,973
+285
302
$440K 0.01%
3,568
-2,422
303
$434K 0.01%
25,491
-2,058
304
$433K 0.01%
4,685
-375
305
$416K 0.01%
4,789
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306
$416K 0.01%
7,284
+175
307
$413K 0.01%
3,684
-303
308
$412K 0.01%
5,451
-464
309
$411K 0.01%
23,240
+761
310
$402K 0.01%
15,134
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311
$392K 0.01%
7,213
-693
312
$384K 0.01%
6,089
-605
313
$376K 0.01%
20,997
+307
314
$375K 0.01%
4,795
-15
315
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2,114
-17
316
$373K 0.01%
671
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317
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930
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318
$369K 0.01%
687
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319
$365K 0.01%
1,765
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320
$363K 0.01%
2,819
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321
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8,565
322
$361K 0.01%
863
+175
323
$358K 0.01%
3,978
+1,638
324
$357K 0.01%
3,670
-20
325
$356K 0.01%
14,950
-1,192
11 12
13
14 15