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
1326
$4.19K ﹤0.01%
79
+31
1327
$4.14K ﹤0.01%
82
+47
1328
$4.12K ﹤0.01%
319
1329
$4.11K ﹤0.01%
325
-59
1330
$4.11K ﹤0.01%
73
-5
1331
$4.09K ﹤0.01%
44
-6
1332
$4.08K ﹤0.01%
55
-9
1333
$4.07K ﹤0.01%
56
-110
1334
$4.07K ﹤0.01%
389
+111
1335
$4.06K ﹤0.01%
145
1336
$4.05K ﹤0.01%
409
1337
$4.05K ﹤0.01%
419
+210
1338
$4.03K ﹤0.01%
66
+40
1339
$4.03K ﹤0.01%
154
+36
1340
$3.99K ﹤0.01%
129
-14
1341
$3.98K ﹤0.01%
43
+3
1342
$3.98K ﹤0.01%
77
1343
$3.97K ﹤0.01%
300
+92
1344
$3.96K ﹤0.01%
249
1345
$3.92K ﹤0.01%
32
+3
1346
$3.9K ﹤0.01%
245
1347
$3.9K ﹤0.01%
49
+5
1348
$3.9K ﹤0.01%
172
+6
1349
$3.87K ﹤0.01%
189
1350
$3.83K ﹤0.01%
18
+2
52 53
54
55 56