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
851
$17.9K ﹤0.01%
278
-17
852
$17.9K ﹤0.01%
549
+64
853
$17.9K ﹤0.01%
77
+14
854
$17.9K ﹤0.01%
80
-6
855
$17.9K ﹤0.01%
1,517
+180
856
$17.8K ﹤0.01%
131
-25
857
$17.7K ﹤0.01%
96
+2
858
$17.6K ﹤0.01%
339
+11
859
$17.6K ﹤0.01%
40
860
$17.5K ﹤0.01%
122
+7
861
$17.5K ﹤0.01%
294
+11
862
$17.4K ﹤0.01%
236
-23
863
$17.4K ﹤0.01%
1,792
-83
864
$17.3K ﹤0.01%
126
+5
865
$17.3K ﹤0.01%
1,232
+25
866
$17.3K ﹤0.01%
120
-2
867
$17.3K ﹤0.01%
1,005
-196
868
$17.3K ﹤0.01%
349
+38
869
$17.2K ﹤0.01%
357
870
$16.9K ﹤0.01%
123
+41
871
$16.9K ﹤0.01%
+1,974
872
$16.9K ﹤0.01%
90
+1
873
$16.9K ﹤0.01%
613
+525
874
$16.8K ﹤0.01%
+90
875
$16.8K ﹤0.01%
98
-75
33 34
35
36 37