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
401
$170K 0.01%
314
-188
402
$167K 0.01%
485
+297
403
$166K 0.01%
1,059
+51
404
$164K 0.01%
133
+7
405
$163K 0.01%
1,347
-498
406
$163K 0.01%
4,530
-38
407
$163K 0.01%
1,740
+101
408
$162K 0.01%
3,481
+48
409
$160K 0.01%
480
-94
410
$159K ﹤0.01%
2,065
+558
411
$158K ﹤0.01%
7,385
+222
412
$156K ﹤0.01%
2,234
+63
413
$156K ﹤0.01%
2,019
+369
414
$154K ﹤0.01%
781
+38
415
$152K ﹤0.01%
2,096
+256
416
$152K ﹤0.01%
2,772
+166
417
$152K ﹤0.01%
1,257
-25
418
$151K ﹤0.01%
1,638
-133
419
$151K ﹤0.01%
2,038
+831
420
$151K ﹤0.01%
1,236
+86
421
$148K ﹤0.01%
111
+10
422
$144K ﹤0.01%
1,585
+64
423
$143K ﹤0.01%
1,026
+107
424
$141K ﹤0.01%
3,644
-196
425
$140K ﹤0.01%
1,053
+7
15 16
17
18 19