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
626
$48.1K ﹤0.01%
360
+17
627
$47.9K ﹤0.01%
251
+7
628
$47.1K ﹤0.01%
721
+100
629
$46.4K ﹤0.01%
+931
630
$46.2K ﹤0.01%
734
631
$46.2K ﹤0.01%
892
+151
632
$46.1K ﹤0.01%
133
-77
633
$46.1K ﹤0.01%
978
-180
634
$45.8K ﹤0.01%
780
+133
635
$45.7K ﹤0.01%
4,806
-736
636
$45.5K ﹤0.01%
106
+9
637
$45.5K ﹤0.01%
210
-11
638
$45.2K ﹤0.01%
875
-36
639
$45K ﹤0.01%
607
+8
640
$44.8K ﹤0.01%
302
+49
641
$44.4K ﹤0.01%
128
-22
642
$44.2K ﹤0.01%
1,231
+117
643
$43.9K ﹤0.01%
1,210
+64
644
$43.4K ﹤0.01%
1,175
645
$43.3K ﹤0.01%
451
-970
646
$43.1K ﹤0.01%
1,524
+76
647
$42.8K ﹤0.01%
751
+35
648
$42.7K ﹤0.01%
729
649
$42.2K ﹤0.01%
5,572
+23
650
$42.2K ﹤0.01%
257
-5
24 25
26
27 28