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
376
$203K 0.01%
2,477
+468
377
$201K 0.01%
805
-113
378
$200K 0.01%
3,479
379
$198K 0.01%
1,596
-57
380
$198K 0.01%
3,400
-150
381
$196K 0.01%
767
+43
382
$194K 0.01%
2,498
-3,910
383
$193K 0.01%
2,468
+76
384
$191K 0.01%
3,650
-1,245
385
$190K 0.01%
2,600
-117
386
$190K 0.01%
890
+157
387
$190K 0.01%
3,084
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388
$189K 0.01%
+968
389
$188K 0.01%
7,574
-65,905
390
$188K 0.01%
1,600
391
$185K 0.01%
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392
$182K 0.01%
3,124
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393
$181K 0.01%
602
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394
$181K 0.01%
714
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395
$179K 0.01%
1,260
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396
$179K 0.01%
2,329
-235
397
$177K 0.01%
1,537
+587
398
$174K 0.01%
2,424
+173
399
$173K 0.01%
1,053
+111
400
$170K 0.01%
648
+57
14 15
16
17 18