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
901
$15.6K ﹤0.01%
136
+3
902
$15.6K ﹤0.01%
134
+4
903
$15.4K ﹤0.01%
118
904
$15.3K ﹤0.01%
181
+7
905
$15.2K ﹤0.01%
230
-91
906
$15.2K ﹤0.01%
154
+89
907
$15.1K ﹤0.01%
112
-17
908
$15K ﹤0.01%
212
909
$14.9K ﹤0.01%
92
910
$14.8K ﹤0.01%
179
-3
911
$14.8K ﹤0.01%
85
912
$14.6K ﹤0.01%
378
+48
913
$14.6K ﹤0.01%
10,000
914
$14.6K ﹤0.01%
4,680
915
$14.4K ﹤0.01%
404
916
$14.4K ﹤0.01%
274
+270
917
$14.4K ﹤0.01%
497
918
$14.4K ﹤0.01%
641
-4
919
$14.3K ﹤0.01%
251
920
$14.3K ﹤0.01%
+217
921
$14.3K ﹤0.01%
120
-14
922
$14.2K ﹤0.01%
287
+16
923
$14.2K ﹤0.01%
234
924
$14.2K ﹤0.01%
165
+27
925
$14.1K ﹤0.01%
116
+3
35 36
37
38 39