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
1051
$9.68K ﹤0.01%
93
+2
1052
$9.62K ﹤0.01%
266
-4
1053
$9.58K ﹤0.01%
252
-95
1054
$9.55K ﹤0.01%
247
-4
1055
$9.54K ﹤0.01%
188
-17
1056
$9.48K ﹤0.01%
330
1057
$9.45K ﹤0.01%
75
1058
$9.39K ﹤0.01%
43
+10
1059
$9.34K ﹤0.01%
123
-5
1060
$9.31K ﹤0.01%
101
-15
1061
$9.26K ﹤0.01%
72
+2
1062
$9.21K ﹤0.01%
77
+11
1063
$9.21K ﹤0.01%
12
1064
$9.19K ﹤0.01%
171
-219
1065
$9.14K ﹤0.01%
162
+31
1066
$9.11K ﹤0.01%
763
-24
1067
$9.07K ﹤0.01%
1,350
1068
$9.07K ﹤0.01%
87
-1
1069
$9.01K ﹤0.01%
119
+2
1070
$8.97K ﹤0.01%
169
1071
$8.94K ﹤0.01%
54
1072
$8.94K ﹤0.01%
260
+11
1073
$8.9K ﹤0.01%
86
-41
1074
$8.88K ﹤0.01%
87
+3
1075
$8.88K ﹤0.01%
640
-72
41 42
43
44 45