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
1276
$5.01K ﹤0.01%
96
1277
$5K ﹤0.01%
+226
1278
$4.99K ﹤0.01%
149
+62
1279
$4.97K ﹤0.01%
40
+14
1280
$4.96K ﹤0.01%
89
-3,804
1281
$4.95K ﹤0.01%
241
+115
1282
$4.93K ﹤0.01%
123
1283
$4.91K ﹤0.01%
3
+2
1284
$4.9K ﹤0.01%
42
1285
$4.88K ﹤0.01%
59
-11
1286
$4.88K ﹤0.01%
42
1287
$4.87K ﹤0.01%
41
-1
1288
$4.83K ﹤0.01%
169
+70
1289
$4.83K ﹤0.01%
36
-22
1290
$4.81K ﹤0.01%
193
+27
1291
$4.78K ﹤0.01%
91
1292
$4.76K ﹤0.01%
108
1293
$4.75K ﹤0.01%
292
+9
1294
$4.74K ﹤0.01%
31
+5
1295
$4.67K ﹤0.01%
38
+1
1296
$4.65K ﹤0.01%
484
+115
1297
$4.63K ﹤0.01%
149
+124
1298
$4.61K ﹤0.01%
88
+36
1299
$4.59K ﹤0.01%
61
+50
1300
$4.56K ﹤0.01%
25
+2
50 51
52
53 54