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
676
$37.1K ﹤0.01%
630
-170
677
$36.8K ﹤0.01%
544
+51
678
$36.4K ﹤0.01%
329
+30
679
$36.2K ﹤0.01%
+91
680
$36K ﹤0.01%
661
-23
681
$35.8K ﹤0.01%
156
-27
682
$35.8K ﹤0.01%
1,040
+190
683
$35.4K ﹤0.01%
394
-250
684
$35.4K ﹤0.01%
906
+144
685
$35.1K ﹤0.01%
239
-4
686
$34.9K ﹤0.01%
188
+15
687
$34.9K ﹤0.01%
82
-6
688
$34.7K ﹤0.01%
1,943
689
$34.6K ﹤0.01%
109
-5
690
$34.4K ﹤0.01%
108
+5
691
$34.4K ﹤0.01%
926
+89
692
$34.3K ﹤0.01%
402
+14
693
$34.3K ﹤0.01%
181
+4
694
$34.3K ﹤0.01%
1,203
+180
695
$34.2K ﹤0.01%
151
+11
696
$34K ﹤0.01%
394
+52
697
$33.8K ﹤0.01%
460
+112
698
$33.7K ﹤0.01%
245
-45
699
$33.7K ﹤0.01%
1,481
700
$33.7K ﹤0.01%
1,068
-203
26 27
28
29 30