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
1251
$5.32K ﹤0.01%
52
+18
1252
$5.31K ﹤0.01%
247
+214
1253
$5.31K ﹤0.01%
59
-4
1254
$5.3K ﹤0.01%
46
1255
$5.3K ﹤0.01%
386
1256
$5.29K ﹤0.01%
161
-20
1257
$5.29K ﹤0.01%
370
+189
1258
$5.28K ﹤0.01%
195
1259
$5.27K ﹤0.01%
61
-2
1260
$5.26K ﹤0.01%
441
+404
1261
$5.25K ﹤0.01%
163
-38
1262
$5.19K ﹤0.01%
238
-413
1263
$5.18K ﹤0.01%
43
-37
1264
$5.17K ﹤0.01%
84
+59
1265
$5.16K ﹤0.01%
328
-16
1266
$5.14K ﹤0.01%
113
-6
1267
$5.13K ﹤0.01%
146
+12
1268
$5.11K ﹤0.01%
63
1269
$5.11K ﹤0.01%
77
-21
1270
$5.11K ﹤0.01%
60
-23
1271
$5.1K ﹤0.01%
88
+13
1272
$5.09K ﹤0.01%
105
+3
1273
$5.02K ﹤0.01%
19
-4
1274
$5.02K ﹤0.01%
107
+68
1275
$5.01K ﹤0.01%
40
+7
49 50
51
52 53