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
1201
$6.08K ﹤0.01%
757
-178
1202
$6.07K ﹤0.01%
38
+10
1203
$6.04K ﹤0.01%
112
1204
$6.03K ﹤0.01%
179
1205
$6.03K ﹤0.01%
69
-5
1206
$6.01K ﹤0.01%
35
+13
1207
$5.93K ﹤0.01%
130
+10
1208
$5.92K ﹤0.01%
70
+10
1209
$5.92K ﹤0.01%
340
+66
1210
$5.91K ﹤0.01%
22
+1
1211
$5.91K ﹤0.01%
151
-98
1212
$5.9K ﹤0.01%
246
1213
$5.88K ﹤0.01%
+398
1214
$5.87K ﹤0.01%
98
-14
1215
$5.85K ﹤0.01%
57
+14
1216
$5.82K ﹤0.01%
183
-2
1217
$5.82K ﹤0.01%
53
-12
1218
$5.81K ﹤0.01%
89
1219
$5.77K ﹤0.01%
33
1220
$5.77K ﹤0.01%
265
+47
1221
$5.76K ﹤0.01%
743
-46
1222
$5.74K ﹤0.01%
198
+67
1223
$5.69K ﹤0.01%
53
+3
1224
$5.69K ﹤0.01%
45
-4
1225
$5.68K ﹤0.01%
38
+8
47 48
49
50 51