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
976
$12K ﹤0.01%
161
-1
977
$12K ﹤0.01%
231
+171
978
$12K ﹤0.01%
78
979
$11.9K ﹤0.01%
497
+8
980
$11.9K ﹤0.01%
+108
981
$11.9K ﹤0.01%
172
+23
982
$11.9K ﹤0.01%
215
+17
983
$11.8K ﹤0.01%
239
+30
984
$11.8K ﹤0.01%
231
985
$11.8K ﹤0.01%
104
-31
986
$11.7K ﹤0.01%
+500
987
$11.7K ﹤0.01%
157
+10
988
$11.7K ﹤0.01%
119
-8
989
$11.7K ﹤0.01%
311
+253
990
$11.6K ﹤0.01%
322
-8
991
$11.6K ﹤0.01%
252
992
$11.6K ﹤0.01%
237
+12
993
$11.6K ﹤0.01%
253
+42
994
$11.5K ﹤0.01%
694
-1,886
995
$11.5K ﹤0.01%
161
-71
996
$11.5K ﹤0.01%
292
-3
997
$11.5K ﹤0.01%
107
+12
998
$11.5K ﹤0.01%
109
+5
999
$11.4K ﹤0.01%
510
-40
1000
$11.4K ﹤0.01%
338
+134
38 39
40
41 42