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
1351
$3.82K ﹤0.01%
63
-198
1352
$3.81K ﹤0.01%
+9
1353
$3.81K ﹤0.01%
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1354
$3.79K ﹤0.01%
52
-56
1355
$3.72K ﹤0.01%
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1356
$3.68K ﹤0.01%
+214
1357
$3.68K ﹤0.01%
155
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$3.68K ﹤0.01%
76
-12
1359
$3.66K ﹤0.01%
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1360
$3.65K ﹤0.01%
70
+41
1361
$3.63K ﹤0.01%
55
-58
1362
$3.61K ﹤0.01%
12
-1
1363
$3.58K ﹤0.01%
95
1364
$3.56K ﹤0.01%
52
-18
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$3.56K ﹤0.01%
34
+5
1366
$3.53K ﹤0.01%
144
+18
1367
$3.51K ﹤0.01%
40
-72
1368
$3.5K ﹤0.01%
744
-707
1369
$3.5K ﹤0.01%
37
+2
1370
$3.49K ﹤0.01%
122
1371
$3.49K ﹤0.01%
44
1372
$3.46K ﹤0.01%
+33
1373
$3.46K ﹤0.01%
50
1374
$3.45K ﹤0.01%
135
+16
1375
$3.45K ﹤0.01%
130
-69
53 54
55
56 57