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
1126
$7.4K ﹤0.01%
80
-5
1127
$7.39K ﹤0.01%
63
-4
1128
$7.38K ﹤0.01%
60
-9
1129
$7.38K ﹤0.01%
1,000
1130
$7.37K ﹤0.01%
520
1131
$7.37K ﹤0.01%
69
-21
1132
$7.37K ﹤0.01%
119
-10
1133
$7.34K ﹤0.01%
46
+1
1134
$7.31K ﹤0.01%
164
-23
1135
$7.26K ﹤0.01%
177
-40
1136
$7.21K ﹤0.01%
76
-22
1137
$7.16K ﹤0.01%
41
+14
1138
$7.15K ﹤0.01%
243
-66
1139
$7.15K ﹤0.01%
75
-10
1140
$7.15K ﹤0.01%
135
-9
1141
$7.09K ﹤0.01%
27
+1
1142
$7.09K ﹤0.01%
105
1143
$7K ﹤0.01%
70
-12
1144
$7K ﹤0.01%
118
1145
$6.98K ﹤0.01%
49
+2
1146
$6.97K ﹤0.01%
62
1147
$6.97K ﹤0.01%
87
+59
1148
$6.96K ﹤0.01%
216
-1
1149
$6.95K ﹤0.01%
491
-1,615
1150
$6.94K ﹤0.01%
28
+6
44 45
46
47 48