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
1226
$5.66K ﹤0.01%
132
+8
1227
$5.65K ﹤0.01%
95
1228
$5.61K ﹤0.01%
59
-18
1229
$5.61K ﹤0.01%
+133
1230
$5.58K ﹤0.01%
445
-26
1231
$5.56K ﹤0.01%
+171
1232
$5.55K ﹤0.01%
140
+88
1233
$5.52K ﹤0.01%
612
+229
1234
$5.51K ﹤0.01%
+130
1235
$5.46K ﹤0.01%
208
-98
1236
$5.45K ﹤0.01%
257
-20
1237
$5.44K ﹤0.01%
82
1238
$5.43K ﹤0.01%
64
1239
$5.43K ﹤0.01%
120
+13
1240
$5.42K ﹤0.01%
133
-21
1241
$5.41K ﹤0.01%
426
1242
$5.41K ﹤0.01%
841
1243
$5.39K ﹤0.01%
+5
1244
$5.39K ﹤0.01%
62
-6
1245
$5.39K ﹤0.01%
148
+33
1246
$5.38K ﹤0.01%
200
1247
$5.36K ﹤0.01%
875
-210
1248
$5.34K ﹤0.01%
345
1249
$5.32K ﹤0.01%
33
+5
1250
$5.32K ﹤0.01%
21
48 49
50
51 52