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
751
$27.3K ﹤0.01%
597
+122
752
$27.3K ﹤0.01%
+138
753
$27.1K ﹤0.01%
541
+6
754
$26.9K ﹤0.01%
812
-59
755
$26.9K ﹤0.01%
247
-64
756
$26.8K ﹤0.01%
623
-138
757
$26.5K ﹤0.01%
532
+176
758
$26.4K ﹤0.01%
171
-7
759
$26.2K ﹤0.01%
999
-3
760
$26K ﹤0.01%
461
761
$25.7K ﹤0.01%
881
+31
762
$25.6K ﹤0.01%
85
+2
763
$25.4K ﹤0.01%
223
+82
764
$25.4K ﹤0.01%
121
+16
765
$25.4K ﹤0.01%
+310
766
$25.4K ﹤0.01%
883
+16
767
$25.3K ﹤0.01%
1,114
-4
768
$25.2K ﹤0.01%
366
+17
769
$25.1K ﹤0.01%
91
-12
770
$25.1K ﹤0.01%
300
-94
771
$25K ﹤0.01%
589
+286
772
$24.9K ﹤0.01%
866
-14
773
$24.8K ﹤0.01%
1,202
+707
774
$24.8K ﹤0.01%
113
-21
775
$24.7K ﹤0.01%
248
+42
29 30
31
32 33