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
601
$53.9K ﹤0.01%
691
+137
602
$53.8K ﹤0.01%
2,154
+9
603
$53.8K ﹤0.01%
615
604
$53.8K ﹤0.01%
1,897
-336
605
$53.3K ﹤0.01%
132
+5
606
$53.2K ﹤0.01%
152
+1
607
$52.6K ﹤0.01%
1,250
-8,410
608
$52.4K ﹤0.01%
440
+119
609
$52.1K ﹤0.01%
533
+82
610
$51.4K ﹤0.01%
3,353
-647
611
$51.1K ﹤0.01%
2,558
+1,417
612
$50.8K ﹤0.01%
667
613
$50.7K ﹤0.01%
1,066
+41
614
$50.6K ﹤0.01%
325
+23
615
$50.6K ﹤0.01%
2,062
-1,600
616
$49.8K ﹤0.01%
1,427
-191,120
617
$49.7K ﹤0.01%
362
618
$49.4K ﹤0.01%
594
-35
619
$49.4K ﹤0.01%
454
-171
620
$49.2K ﹤0.01%
659
+397
621
$49.2K ﹤0.01%
357
+11
622
$49.1K ﹤0.01%
501
+46
623
$48.3K ﹤0.01%
638
+37
624
$48.2K ﹤0.01%
373
+46
625
$48.1K ﹤0.01%
721
+43
23 24
25
26 27