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
1151
$6.94K ﹤0.01%
347
1152
$6.93K ﹤0.01%
439
-32
1153
$6.89K ﹤0.01%
11
+7
1154
$6.87K ﹤0.01%
102
1155
$6.86K ﹤0.01%
295
1156
$6.84K ﹤0.01%
29
-7
1157
$6.84K ﹤0.01%
78
1158
$6.83K ﹤0.01%
+1,584
1159
$6.81K ﹤0.01%
86
-7
1160
$6.78K ﹤0.01%
85
1161
$6.75K ﹤0.01%
41
-2
1162
$6.75K ﹤0.01%
408
+91
1163
$6.75K ﹤0.01%
34
1164
$6.74K ﹤0.01%
113
1165
$6.73K ﹤0.01%
69
-3
1166
$6.72K ﹤0.01%
69
+27
1167
$6.71K ﹤0.01%
536
+507
1168
$6.71K ﹤0.01%
74
-5
1169
$6.71K ﹤0.01%
867
-56
1170
$6.68K ﹤0.01%
62
+19
1171
$6.64K ﹤0.01%
25
+6
1172
$6.64K ﹤0.01%
157
+34
1173
$6.63K ﹤0.01%
+78
1174
$6.59K ﹤0.01%
43
+7
1175
$6.57K ﹤0.01%
100
-1,275
45 46
47
48 49