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
1076
$8.85K ﹤0.01%
303
+15
1077
$8.82K ﹤0.01%
634
-46
1078
$8.82K ﹤0.01%
150
+4
1079
$8.81K ﹤0.01%
572
-31
1080
$8.78K ﹤0.01%
466
+129
1081
$8.72K ﹤0.01%
319
-29
1082
$8.71K ﹤0.01%
82
-4
1083
$8.69K ﹤0.01%
543
-205
1084
$8.64K ﹤0.01%
48
-5
1085
$8.61K ﹤0.01%
1,066
+309
1086
$8.5K ﹤0.01%
384
+43
1087
$8.48K ﹤0.01%
121
+5
1088
$8.46K ﹤0.01%
62
1089
$8.43K ﹤0.01%
183
-36
1090
$8.38K ﹤0.01%
110
-63
1091
$8.37K ﹤0.01%
62
1092
$8.37K ﹤0.01%
260
+135
1093
$8.3K ﹤0.01%
262
+165
1094
$8.26K ﹤0.01%
+407
1095
$8.21K ﹤0.01%
105
-48
1096
$8.18K ﹤0.01%
2,604
-1,115
1097
$8.16K ﹤0.01%
261
-26
1098
$8.14K ﹤0.01%
+155
1099
$8.08K ﹤0.01%
83
1100
$8.06K ﹤0.01%
308
+132
42 43
44
45 46