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
701
$33.6K ﹤0.01%
178
+6
702
$33.4K ﹤0.01%
84
703
$33.4K ﹤0.01%
407
-8
704
$33K ﹤0.01%
626
+65
705
$32.7K ﹤0.01%
302
-125
706
$32.6K ﹤0.01%
180
+5
707
$32.4K ﹤0.01%
306
-5
708
$32.2K ﹤0.01%
1,971
+133
709
$32.2K ﹤0.01%
321
-54
710
$32.1K ﹤0.01%
722
+71
711
$32.1K ﹤0.01%
161
-7
712
$31.9K ﹤0.01%
462
+18
713
$31.8K ﹤0.01%
336
-272
714
$31.8K ﹤0.01%
267
+2
715
$31.6K ﹤0.01%
6,574
+1,139
716
$31.4K ﹤0.01%
2,724
+28
717
$31.3K ﹤0.01%
770
-63
718
$31.3K ﹤0.01%
369
+28
719
$31K ﹤0.01%
1,347
+691
720
$30.8K ﹤0.01%
274
-23
721
$30.7K ﹤0.01%
825
-172
722
$30.7K ﹤0.01%
389
-35
723
$30.6K ﹤0.01%
500
-218
724
$30.5K ﹤0.01%
1,459
+90
725
$30.5K ﹤0.01%
637
+15
27 28
29
30 31