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
1001
$11.4K ﹤0.01%
997
+86
1002
$11.4K ﹤0.01%
43
+25
1003
$11.3K ﹤0.01%
27
+1
1004
$11.3K ﹤0.01%
499
+492
1005
$11.3K ﹤0.01%
138
-6
1006
$11.2K ﹤0.01%
80
+7
1007
$11.2K ﹤0.01%
+120
1008
$11.2K ﹤0.01%
179
-12
1009
$11.1K ﹤0.01%
177
+3
1010
$11.1K ﹤0.01%
118
-2,149
1011
$11.1K ﹤0.01%
206
+29
1012
$11K ﹤0.01%
126
+6
1013
$10.9K ﹤0.01%
88
-87
1014
$10.9K ﹤0.01%
356
1015
$10.9K ﹤0.01%
155
-37
1016
$10.9K ﹤0.01%
320
1017
$10.9K ﹤0.01%
293
1018
$10.8K ﹤0.01%
532
-2
1019
$10.8K ﹤0.01%
296
1020
$10.8K ﹤0.01%
280
+32
1021
$10.7K ﹤0.01%
129
1022
$10.6K ﹤0.01%
129
+12
1023
$10.6K ﹤0.01%
338
1024
$10.6K ﹤0.01%
56
+1
1025
$10.5K ﹤0.01%
50
+1
39 40
41
42 43