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
476
$99.9K ﹤0.01%
1,829
-391
477
$98.4K ﹤0.01%
1,227
+56
478
$97.5K ﹤0.01%
767
479
$97.4K ﹤0.01%
237
+19
480
$97.3K ﹤0.01%
1,490
+137
481
$96.6K ﹤0.01%
3,196
+780
482
$96.5K ﹤0.01%
570
483
$95.5K ﹤0.01%
386
+29
484
$95.4K ﹤0.01%
1,756
-19,967
485
$95.2K ﹤0.01%
1,516
-185
486
$95K ﹤0.01%
76
+1
487
$94.2K ﹤0.01%
419
+25
488
$93.6K ﹤0.01%
1,262
+340
489
$93.1K ﹤0.01%
279
+14
490
$92.5K ﹤0.01%
1,594
+112
491
$92.5K ﹤0.01%
1,115
-754
492
$92.1K ﹤0.01%
1,526
-244
493
$91.8K ﹤0.01%
440
+31
494
$91.7K ﹤0.01%
1,534
+760
495
$90.9K ﹤0.01%
1,398
-23
496
$90.5K ﹤0.01%
1,026
+209
497
$90.1K ﹤0.01%
1,748
+117
498
$89.4K ﹤0.01%
2,423
+282
499
$88.4K ﹤0.01%
2,069
+272
500
$88.2K ﹤0.01%
594
+51
18 19
20
21 22