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
926
$14.1K ﹤0.01%
442
+113
927
$14.1K ﹤0.01%
493
-9
928
$14.1K ﹤0.01%
2,187
+103
929
$14.1K ﹤0.01%
160
+3
930
$14.1K ﹤0.01%
1,813
+1,620
931
$14K ﹤0.01%
279
-163
932
$14K ﹤0.01%
255
-6,086
933
$14K ﹤0.01%
248
-34
934
$14K ﹤0.01%
569
-209
935
$13.9K ﹤0.01%
321
-29
936
$13.8K ﹤0.01%
215
937
$13.7K ﹤0.01%
422
-153
938
$13.7K ﹤0.01%
263
+255
939
$13.7K ﹤0.01%
112
+31
940
$13.6K ﹤0.01%
108
+24
941
$13.6K ﹤0.01%
350
-6
942
$13.6K ﹤0.01%
393
943
$13.6K ﹤0.01%
162
944
$13.4K ﹤0.01%
335
+12
945
$13.4K ﹤0.01%
4,824
946
$13.3K ﹤0.01%
72
+4
947
$13.3K ﹤0.01%
+697
948
$13.3K ﹤0.01%
190
+40
949
$13.3K ﹤0.01%
118
+7
950
$13.2K ﹤0.01%
436
+18
36 37
38
39 40