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
651
$42K ﹤0.01%
249
+31
652
$42K ﹤0.01%
1,902
+36
653
$42K ﹤0.01%
663
654
$41.9K ﹤0.01%
5,356
+5,221
655
$41.9K ﹤0.01%
922
+498
656
$41.5K ﹤0.01%
+997
657
$41.1K ﹤0.01%
400
658
$41.1K ﹤0.01%
1,561
659
$40.5K ﹤0.01%
2,417
-52
660
$39.8K ﹤0.01%
2,666
661
$39.8K ﹤0.01%
1,446
+75
662
$39.7K ﹤0.01%
444
+43
663
$39.5K ﹤0.01%
215
-85
664
$39.4K ﹤0.01%
1,064
-499
665
$39.1K ﹤0.01%
2,080
+131
666
$39K ﹤0.01%
292
+136
667
$39K ﹤0.01%
296
-49
668
$38.5K ﹤0.01%
510
-1
669
$38.4K ﹤0.01%
1,379
-142
670
$38.2K ﹤0.01%
7,093
+3,612
671
$38.1K ﹤0.01%
1,379
-40
672
$38K ﹤0.01%
371
+68
673
$37.4K ﹤0.01%
968
+54
674
$37.4K ﹤0.01%
1,574
-42
675
$37.2K ﹤0.01%
677
+10
25 26
27
28 29