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
876
$16.7K ﹤0.01%
486
+61
877
$16.7K ﹤0.01%
26
878
$16.7K ﹤0.01%
390
879
$16.7K ﹤0.01%
197
+54
880
$16.6K ﹤0.01%
65
+1
881
$16.6K ﹤0.01%
412
882
$16.5K ﹤0.01%
176
-5
883
$16.5K ﹤0.01%
83
+45
884
$16.5K ﹤0.01%
392
+9
885
$16.4K ﹤0.01%
413
+282
886
$16.3K ﹤0.01%
378
+5
887
$16.2K ﹤0.01%
837
-133
888
$16.2K ﹤0.01%
2
889
$16.1K ﹤0.01%
270
890
$16K ﹤0.01%
124
+15
891
$16K ﹤0.01%
114
+4
892
$16K ﹤0.01%
261
-11
893
$15.9K ﹤0.01%
766
-5,922
894
$15.9K ﹤0.01%
88
+12
895
$15.9K ﹤0.01%
247
+6
896
$15.8K ﹤0.01%
713
+238
897
$15.8K ﹤0.01%
239
-18
898
$15.8K ﹤0.01%
801
+111
899
$15.7K ﹤0.01%
127
-11
900
$15.7K ﹤0.01%
91
+1
34 35
36
37 38