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
776
$24.7K ﹤0.01%
91
+6
777
$24.7K ﹤0.01%
264
+10
778
$24.5K ﹤0.01%
1,088
-5
779
$24.5K ﹤0.01%
380
-1
780
$24.3K ﹤0.01%
575
-333
781
$24.3K ﹤0.01%
500
782
$24.1K ﹤0.01%
529
783
$24.1K ﹤0.01%
125
+1
784
$24K ﹤0.01%
1,200
785
$24K ﹤0.01%
1,522
+166
786
$23.9K ﹤0.01%
49
+4
787
$23.9K ﹤0.01%
1,154
+40
788
$23.4K ﹤0.01%
370
-69
789
$23.3K ﹤0.01%
92
-1
790
$23K ﹤0.01%
159
-14
791
$22.9K ﹤0.01%
1,969
792
$22.9K ﹤0.01%
2,622
-620
793
$22.9K ﹤0.01%
135
+8
794
$22.6K ﹤0.01%
1,502
+1,314
795
$22.6K ﹤0.01%
116
+91
796
$22.5K ﹤0.01%
288
-55
797
$22.5K ﹤0.01%
1,393
+79
798
$22.4K ﹤0.01%
3,707
+49
799
$22.3K ﹤0.01%
370
-21
800
$22.1K ﹤0.01%
64
+11
30 31
32
33 34