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
426
$139K ﹤0.01%
1,964
+51
427
$138K ﹤0.01%
192
+10
428
$138K ﹤0.01%
943
+24
429
$137K ﹤0.01%
471
-2
430
$136K ﹤0.01%
499
+28
431
$135K ﹤0.01%
344
+19
432
$135K ﹤0.01%
1,815
+176
433
$134K ﹤0.01%
239
+35
434
$134K ﹤0.01%
2,669
-282
435
$132K ﹤0.01%
808
+561
436
$131K ﹤0.01%
194
+12
437
$131K ﹤0.01%
794
+182
438
$129K ﹤0.01%
561
+50
439
$129K ﹤0.01%
929
+64
440
$129K ﹤0.01%
773
+16
441
$129K ﹤0.01%
994
+72
442
$127K ﹤0.01%
966
+190
443
$123K ﹤0.01%
+1,615
444
$123K ﹤0.01%
1,591
+29
445
$121K ﹤0.01%
277
+12
446
$117K ﹤0.01%
437
+2
447
$117K ﹤0.01%
1,335
-83
448
$116K ﹤0.01%
6,452
449
$115K ﹤0.01%
465
+70
450
$115K ﹤0.01%
1,140
+480
16 17
18
19 20