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
801
$22.1K ﹤0.01%
1,215
-190
802
$22.1K ﹤0.01%
575
-193
803
$22.1K ﹤0.01%
99
+4
804
$22.1K ﹤0.01%
76
-143
805
$21.9K ﹤0.01%
354
-6
806
$21.8K ﹤0.01%
406
+132
807
$21.7K ﹤0.01%
106
+9
808
$21.6K ﹤0.01%
181
+5
809
$21.6K ﹤0.01%
2,906
+335
810
$21.5K ﹤0.01%
464
-35
811
$21.5K ﹤0.01%
1,265
812
$21.4K ﹤0.01%
318
813
$21.4K ﹤0.01%
281
-96
814
$21.3K ﹤0.01%
269
-31
815
$21.3K ﹤0.01%
58
816
$21.1K ﹤0.01%
610
-546
817
$21.1K ﹤0.01%
221
818
$21.1K ﹤0.01%
314
+6
819
$21.1K ﹤0.01%
163
-13
820
$21K ﹤0.01%
+221
821
$20.7K ﹤0.01%
1,246
+48
822
$20.4K ﹤0.01%
732
-12
823
$20.2K ﹤0.01%
78
+1
824
$20.1K ﹤0.01%
419
825
$20.1K ﹤0.01%
389
-236
31 32
33
34 35