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
351
$263K 0.01%
4,922
+1
352
$262K 0.01%
1,383
+22
353
$256K 0.01%
3,199
+144
354
$254K 0.01%
1,721
-405
355
$254K 0.01%
1,931
+174
356
$252K 0.01%
7,790
357
$247K 0.01%
2,100
-528
358
$242K 0.01%
1,482
+109
359
$235K 0.01%
6,596
-188
360
$235K 0.01%
967
+331
361
$233K 0.01%
5,328
+1,161
362
$227K 0.01%
+1,349
363
$224K 0.01%
1,183
-260
364
$222K 0.01%
8,670
-842
365
$219K 0.01%
1,128
+17
366
$219K 0.01%
3,808
+209
367
$218K 0.01%
1,083
-2,664
368
$215K 0.01%
1,161
+57
369
$213K 0.01%
3,531
+6
370
$212K 0.01%
1,619
-259
371
$210K 0.01%
1,020
-65
372
$209K 0.01%
9,857
373
$207K 0.01%
17,425
-7,342
374
$205K 0.01%
3,395
+96
375
$204K 0.01%
752
-65
13 14
15
16 17