MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
26
$31.3M 0.97%
283,333
-34,523
27
$31.1M 0.97%
74,021
+6,040
28
$30.3M 0.94%
522,107
+8,690
29
$29.2M 0.91%
50,214
+2,385
30
$29.1M 0.91%
318,496
+5,939
31
$26.9M 0.84%
709,008
+37,345
32
$25.9M 0.81%
518,651
+21,792
33
$24.5M 0.76%
475,167
-4,273
34
$24.3M 0.76%
97,437
+4,818
35
$24.1M 0.75%
320,565
+1,125
36
$23.9M 0.74%
48,249
-2,446
37
$23.5M 0.73%
65,532
+7,211
38
$23.2M 0.72%
89,710
+1,775
39
$23.2M 0.72%
385,642
+10,633
40
$22.8M 0.71%
43,411
+575
41
$22.6M 0.7%
231,324
+30,950
42
$22.3M 0.69%
108,640
+4,246
43
$21.6M 0.67%
135,334
+2,268
44
$21.2M 0.66%
57,859
-1,796
45
$21.2M 0.66%
244,939
+6,982
46
$20.7M 0.64%
24,778
-1,103
47
$20.4M 0.64%
486,732
+72,252
48
$19.8M 0.62%
85,823
+3,772
49
$19.3M 0.6%
145,410
-1,850
50
$19.2M 0.6%
75,077
+2,096
1
2
3 4 5