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
826
$20K ﹤0.01%
161
+46
827
$19.9K ﹤0.01%
38
-3
828
$19.8K ﹤0.01%
273
-6
829
$19.7K ﹤0.01%
84
+8
830
$19.6K ﹤0.01%
80
-2,757
831
$19.4K ﹤0.01%
291
+9
832
$19.4K ﹤0.01%
1,394
833
$19.3K ﹤0.01%
86
+1
834
$19.2K ﹤0.01%
1,254
-138
835
$19K ﹤0.01%
181
+6
836
$18.9K ﹤0.01%
232
+218
837
$18.9K ﹤0.01%
428
-22
838
$18.9K ﹤0.01%
62
+57
839
$18.9K ﹤0.01%
112
-104
840
$18.7K ﹤0.01%
96
+22
841
$18.7K ﹤0.01%
280
842
$18.7K ﹤0.01%
63
-48
843
$18.7K ﹤0.01%
1,159
844
$18.6K ﹤0.01%
+65
845
$18.6K ﹤0.01%
94
-4
846
$18.5K ﹤0.01%
68
+1
847
$18.5K ﹤0.01%
80
-9
848
$18.3K ﹤0.01%
187
849
$18.1K ﹤0.01%
180
850
$18.1K ﹤0.01%
138
+15
32 33
34
35 36