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
576
$61.2K ﹤0.01%
117
+12
577
$61K ﹤0.01%
1,682
+42
578
$61K ﹤0.01%
1,783
+66
579
$60.8K ﹤0.01%
571
+237
580
$60.3K ﹤0.01%
1,706
-80
581
$60.2K ﹤0.01%
360
+15
582
$59.7K ﹤0.01%
1,813
+989
583
$58.6K ﹤0.01%
1,000
-663
584
$58.4K ﹤0.01%
340
+13
585
$58.3K ﹤0.01%
465
+340
586
$58.2K ﹤0.01%
654
587
$58.1K ﹤0.01%
1,949
+41
588
$57.6K ﹤0.01%
1,221
+116
589
$57K ﹤0.01%
1,060
-561
590
$56.6K ﹤0.01%
385
+48
591
$56.6K ﹤0.01%
1,312
+38
592
$56.6K ﹤0.01%
553
+134
593
$56.1K ﹤0.01%
1,674
-325
594
$56.1K ﹤0.01%
1,513
+802
595
$55.2K ﹤0.01%
544
+33
596
$55.2K ﹤0.01%
866
+188
597
$54.8K ﹤0.01%
714
-12
598
$54.6K ﹤0.01%
3,451
+543
599
$54.4K ﹤0.01%
685
-1
600
$54.3K ﹤0.01%
1,518
22 23
24
25 26