MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
101
$6.85M 0.21%
150,194
+3,176
102
$6.65M 0.21%
210,213
+13,976
103
$6.64M 0.21%
12,687
-33,256
104
$6.57M 0.2%
50,094
-180
105
$6.53M 0.2%
42,170
-1,683
106
$6.48M 0.2%
9,970
+72
107
$6.41M 0.2%
36,486
+2,715
108
$6.4M 0.2%
36,765
+2,683
109
$6.4M 0.2%
24,629
+1,058
110
$6.37M 0.2%
60,205
-3,118
111
$6.25M 0.19%
87,097
+915
112
$6.25M 0.19%
19,486
-631
113
$6.1M 0.19%
115,382
+114,206
114
$5.97M 0.19%
19,187
-104
115
$5.89M 0.18%
34,518
+261
116
$5.78M 0.18%
45,386
+5
117
$5.76M 0.18%
13,532
+120
118
$5.58M 0.17%
22,130
-150
119
$5.55M 0.17%
26,925
-732
120
$5.53M 0.17%
15,224
+172
121
$5.41M 0.17%
57,433
+14,542
122
$5.37M 0.17%
36,153
-1,743
123
$5.33M 0.17%
147,363
+1,309
124
$5.28M 0.16%
10,972
+642
125
$5.16M 0.16%
17,796
+1,749
3 4
5
6 7