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
726
$30.4K ﹤0.01%
67
-4
727
$30K ﹤0.01%
370
+2
728
$30K ﹤0.01%
243
+18
729
$29.8K ﹤0.01%
657
-5
730
$29.7K ﹤0.01%
1,057
-54
731
$29.6K ﹤0.01%
151
+11
732
$29.6K ﹤0.01%
420
+49
733
$29.5K ﹤0.01%
1,000
-600
734
$29.4K ﹤0.01%
68
-1
735
$29.3K ﹤0.01%
516
+29
736
$29.2K ﹤0.01%
217
-4
737
$29.2K ﹤0.01%
44,100
-26,702
738
$29.1K ﹤0.01%
106
-3
739
$28.9K ﹤0.01%
1,476
+323
740
$28.8K ﹤0.01%
810
-24
741
$28.8K ﹤0.01%
607
+8
742
$28.4K ﹤0.01%
559
-3
743
$28K ﹤0.01%
402
+83
744
$27.9K ﹤0.01%
4,687
-166
745
$27.9K ﹤0.01%
69
+2
746
$27.8K ﹤0.01%
751
+56
747
$27.6K ﹤0.01%
203
-2
748
$27.5K ﹤0.01%
273
+56
749
$27.4K ﹤0.01%
264
750
$27.3K ﹤0.01%
+156
28 29
30
31 32