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
1101
$7.91K ﹤0.01%
633
1102
$7.88K ﹤0.01%
161
+66
1103
$7.88K ﹤0.01%
67
+65
1104
$7.86K ﹤0.01%
51
+16
1105
$7.85K ﹤0.01%
331
+16
1106
$7.81K ﹤0.01%
400
+72
1107
$7.8K ﹤0.01%
226
+3
1108
$7.79K ﹤0.01%
456
+242
1109
$7.73K ﹤0.01%
23
-1
1110
$7.71K ﹤0.01%
58
+4
1111
$7.71K ﹤0.01%
108
+12
1112
$7.7K ﹤0.01%
46
1113
$7.69K ﹤0.01%
328
1114
$7.69K ﹤0.01%
+200
1115
$7.67K ﹤0.01%
641
-18
1116
$7.66K ﹤0.01%
304
-4,008
1117
$7.6K ﹤0.01%
216
1118
$7.56K ﹤0.01%
431
1119
$7.52K ﹤0.01%
221
+34
1120
$7.48K ﹤0.01%
491
1121
$7.47K ﹤0.01%
89
+2
1122
$7.43K ﹤0.01%
46
+12
1123
$7.41K ﹤0.01%
536
-114
1124
$7.41K ﹤0.01%
247
+32
1125
$7.41K ﹤0.01%
86
+64
43 44
45
46 47