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
451
$114K ﹤0.01%
597
452
$113K ﹤0.01%
1,195
+58
453
$113K ﹤0.01%
3,244
+1,585
454
$113K ﹤0.01%
898
+289
455
$112K ﹤0.01%
854
+109
456
$112K ﹤0.01%
998
+64
457
$111K ﹤0.01%
713
+43
458
$111K ﹤0.01%
4,143
-197,247
459
$111K ﹤0.01%
1,861
460
$110K ﹤0.01%
35
+1
461
$110K ﹤0.01%
2,013
+43
462
$110K ﹤0.01%
1,603
+140
463
$109K ﹤0.01%
832
-22
464
$108K ﹤0.01%
2,871
+603
465
$108K ﹤0.01%
689
+76
466
$105K ﹤0.01%
3,424
+264
467
$105K ﹤0.01%
2,666
+243
468
$105K ﹤0.01%
1,823
+62
469
$104K ﹤0.01%
630
-178
470
$103K ﹤0.01%
176
+2
471
$103K ﹤0.01%
260
+14
472
$102K ﹤0.01%
1,193
-137
473
$102K ﹤0.01%
2,015
+1,674
474
$101K ﹤0.01%
1,759
-340
475
$101K ﹤0.01%
1,200
-97
17 18
19
20 21