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
551
$66.2K ﹤0.01%
202
+20
552
$66.2K ﹤0.01%
494
+69
553
$65.6K ﹤0.01%
710
+47
554
$65.6K ﹤0.01%
276
+7
555
$65.6K ﹤0.01%
450
+12
556
$65.4K ﹤0.01%
2,343
+199
557
$65.1K ﹤0.01%
495
-3,982
558
$65K ﹤0.01%
780
+114
559
$64.4K ﹤0.01%
1,194
-49
560
$64.3K ﹤0.01%
1,270
561
$64.2K ﹤0.01%
953
+54
562
$64K ﹤0.01%
661
+60
563
$63.9K ﹤0.01%
348
+11
564
$62.9K ﹤0.01%
731
+36
565
$62.8K ﹤0.01%
+1,020
566
$62.8K ﹤0.01%
529
+178
567
$62.6K ﹤0.01%
555
+38
568
$62.6K ﹤0.01%
715
+5
569
$62.6K ﹤0.01%
231
-97
570
$62.1K ﹤0.01%
226
+26
571
$62.1K ﹤0.01%
876
572
$62K ﹤0.01%
41
+4
573
$62K ﹤0.01%
402
+82
574
$61.8K ﹤0.01%
149
+5
575
$61.4K ﹤0.01%
199
+17
21 22
23
24 25