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
1026
$10.5K ﹤0.01%
608
+10
1027
$10.5K ﹤0.01%
43
+2
1028
$10.5K ﹤0.01%
76
-2
1029
$10.5K ﹤0.01%
285
+5
1030
$10.4K ﹤0.01%
206
-16
1031
$10.3K ﹤0.01%
1,020
+419
1032
$10.3K ﹤0.01%
+85
1033
$10.2K ﹤0.01%
161
-29
1034
$10.2K ﹤0.01%
133
1035
$10.2K ﹤0.01%
388
+3
1036
$10.2K ﹤0.01%
133
-61
1037
$10.2K ﹤0.01%
1,427
1038
$10.2K ﹤0.01%
110
-9
1039
$10.2K ﹤0.01%
178
-10
1040
$10.2K ﹤0.01%
312
+20
1041
$10.1K ﹤0.01%
82
-2
1042
$10.1K ﹤0.01%
162
+32
1043
$10K ﹤0.01%
156
+6
1044
$9.97K ﹤0.01%
187
+41
1045
$9.93K ﹤0.01%
91
+2
1046
$9.91K ﹤0.01%
1,679
1047
$9.86K ﹤0.01%
82
1048
$9.79K ﹤0.01%
475
1049
$9.78K ﹤0.01%
135
+3
1050
$9.69K ﹤0.01%
157
+6
40 41
42
43 44