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
526
$75.5K ﹤0.01%
800
-475
527
$75.3K ﹤0.01%
1,974
-166
528
$74.4K ﹤0.01%
559
+39
529
$74.4K ﹤0.01%
934
+360
530
$74.2K ﹤0.01%
2,502
+596
531
$73.7K ﹤0.01%
3,504
+74
532
$73.5K ﹤0.01%
6,152
+447
533
$73.2K ﹤0.01%
4,126
-305
534
$73.1K ﹤0.01%
786
-450
535
$71.8K ﹤0.01%
333
+92
536
$71.8K ﹤0.01%
1,944
+179
537
$71.4K ﹤0.01%
935
538
$71.1K ﹤0.01%
+1,458
539
$71K ﹤0.01%
490
+28
540
$70.9K ﹤0.01%
633
+93
541
$70.7K ﹤0.01%
226
+29
542
$70.5K ﹤0.01%
1,231
+30
543
$70.5K ﹤0.01%
299
+2
544
$70.2K ﹤0.01%
210
+12
545
$69.7K ﹤0.01%
525
+52
546
$69.2K ﹤0.01%
639
547
$67.6K ﹤0.01%
1,482
+2
548
$67.2K ﹤0.01%
984
+180
549
$67.1K ﹤0.01%
307
550
$67K ﹤0.01%
522
-36
20 21
22
23 24