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
1176
$6.55K ﹤0.01%
71
-33
1177
$6.5K ﹤0.01%
67
+32
1178
$6.5K ﹤0.01%
+265
1179
$6.49K ﹤0.01%
110
+3
1180
$6.43K ﹤0.01%
131
1181
$6.4K ﹤0.01%
166
+44
1182
$6.39K ﹤0.01%
82
-28
1183
$6.38K ﹤0.01%
50
1184
$6.37K ﹤0.01%
178
+27
1185
$6.36K ﹤0.01%
346
1186
$6.29K ﹤0.01%
86
1187
$6.26K ﹤0.01%
221
+119
1188
$6.26K ﹤0.01%
164
+10
1189
$6.24K ﹤0.01%
35
+20
1190
$6.23K ﹤0.01%
30
1191
$6.2K ﹤0.01%
164
-16
1192
$6.17K ﹤0.01%
161
+139
1193
$6.17K ﹤0.01%
210
+56
1194
$6.15K ﹤0.01%
194
+17
1195
$6.12K ﹤0.01%
140
-16
1196
$6.09K ﹤0.01%
+1,258
1197
$6.09K ﹤0.01%
41
-7
1198
$6.08K ﹤0.01%
47
+5
1199
$6.08K ﹤0.01%
259
-42
1200
$6.08K ﹤0.01%
382
-184
46 47
48
49 50