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
1301
$4.53K ﹤0.01%
48
1302
$4.5K ﹤0.01%
+485
1303
$4.5K ﹤0.01%
72
+6
1304
$4.49K ﹤0.01%
200
1305
$4.48K ﹤0.01%
161
+61
1306
$4.48K ﹤0.01%
57
1307
$4.46K ﹤0.01%
111
1308
$4.45K ﹤0.01%
46
-494
1309
$4.45K ﹤0.01%
133
+59
1310
$4.44K ﹤0.01%
7
1311
$4.43K ﹤0.01%
34
-2
1312
$4.38K ﹤0.01%
57
1313
$4.37K ﹤0.01%
92
+10
1314
$4.34K ﹤0.01%
57
-16
1315
$4.32K ﹤0.01%
80
+74
1316
$4.31K ﹤0.01%
102
-37
1317
$4.31K ﹤0.01%
355
1318
$4.3K ﹤0.01%
106
+16
1319
$4.29K ﹤0.01%
241
+234
1320
$4.28K ﹤0.01%
41
1321
$4.26K ﹤0.01%
97
1322
$4.26K ﹤0.01%
260
+36
1323
$4.25K ﹤0.01%
46
1324
$4.23K ﹤0.01%
129
1325
$4.21K ﹤0.01%
113
+71
51 52
53
54 55