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
951
$13.2K ﹤0.01%
113
+16
952
$13.1K ﹤0.01%
68
-1
953
$13.1K ﹤0.01%
296
-7
954
$13K ﹤0.01%
348
+33
955
$13K ﹤0.01%
174
-5
956
$13K ﹤0.01%
67
-11
957
$12.9K ﹤0.01%
+81
958
$12.9K ﹤0.01%
+200
959
$12.8K ﹤0.01%
140
-16
960
$12.8K ﹤0.01%
69
-61
961
$12.8K ﹤0.01%
912
+270
962
$12.7K ﹤0.01%
79
+3
963
$12.7K ﹤0.01%
+145
964
$12.6K ﹤0.01%
202
965
$12.6K ﹤0.01%
43
+5
966
$12.6K ﹤0.01%
35
+11
967
$12.4K ﹤0.01%
66
+7
968
$12.4K ﹤0.01%
107
+7
969
$12.4K ﹤0.01%
38
+17
970
$12.3K ﹤0.01%
201
+5
971
$12.3K ﹤0.01%
448
+32
972
$12.2K ﹤0.01%
79
+2
973
$12.2K ﹤0.01%
+51
974
$12K ﹤0.01%
286
+120
975
$12K ﹤0.01%
162
-2
37 38
39
40 41