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
501
$88.1K ﹤0.01%
430
-281
502
$87.6K ﹤0.01%
2,855
-252
503
$86.6K ﹤0.01%
221
+12
504
$85.1K ﹤0.01%
839
+19
505
$84.7K ﹤0.01%
540
-222
506
$84.7K ﹤0.01%
4,619
+793
507
$84.3K ﹤0.01%
867
+96
508
$84.3K ﹤0.01%
1,936
+528
509
$83.7K ﹤0.01%
685
+11
510
$83.6K ﹤0.01%
+1,245
511
$82.9K ﹤0.01%
790
-116
512
$82.9K ﹤0.01%
598
+26
513
$82.9K ﹤0.01%
804
-9
514
$82.8K ﹤0.01%
1,130
+53
515
$81.8K ﹤0.01%
3,771
+247
516
$81.6K ﹤0.01%
314
+23
517
$80.7K ﹤0.01%
542
+81
518
$80.6K ﹤0.01%
723
-207
519
$78.8K ﹤0.01%
914
+133
520
$77.9K ﹤0.01%
772
+68
521
$77.6K ﹤0.01%
1,621
+187
522
$77.4K ﹤0.01%
507
+77
523
$77.2K ﹤0.01%
504
+49
524
$75.9K ﹤0.01%
4,046
+1,736
525
$75.5K ﹤0.01%
+2,106
19 20
21
22 23