MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
76
$10.4M 0.32%
39,770
+126
77
$10.3M 0.32%
100,985
+2,199
78
$10.3M 0.32%
37,999
+17
79
$9.96M 0.31%
132,080
-17,733
80
$9.53M 0.3%
155,697
+2,902
81
$9.08M 0.28%
47,339
-27,238
82
$8.86M 0.28%
37,566
-676
83
$8.71M 0.27%
27,424
+603
84
$8.68M 0.27%
99,579
+11,010
85
$8.67M 0.27%
148,072
+91,234
86
$8.59M 0.27%
106,674
+1,593
87
$8.3M 0.26%
87,908
+650
88
$8.12M 0.25%
66,087
-2,406
89
$8.1M 0.25%
68,958
-582
90
$8.08M 0.25%
33,099
+486
91
$7.92M 0.25%
22,307
+405
92
$7.69M 0.24%
44,713
+2,311
93
$7.69M 0.24%
49,293
-1,353
94
$7.5M 0.23%
24,908
-5,514
95
$7.37M 0.23%
110,011
+14,376
96
$7.37M 0.23%
162,426
+12,942
97
$7.34M 0.23%
64,725
-2,713
98
$7.17M 0.22%
47,005
+365
99
$7.11M 0.22%
22,751
+56
100
$7.11M 0.22%
27,919
+405
2 3
4
5 6