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
1376
$3.44K ﹤0.01%
593
+563
1377
$3.43K ﹤0.01%
40
1378
$3.43K ﹤0.01%
57
+25
1379
$3.41K ﹤0.01%
55
1380
$3.41K ﹤0.01%
135
1381
$3.4K ﹤0.01%
207
+100
1382
$3.39K ﹤0.01%
165
+48
1383
$3.38K ﹤0.01%
156
1384
$3.36K ﹤0.01%
262
1385
$3.34K ﹤0.01%
73
-50
1386
$3.34K ﹤0.01%
137
+10
1387
$3.33K ﹤0.01%
51
+31
1388
$3.33K ﹤0.01%
300
1389
$3.32K ﹤0.01%
176
+92
1390
$3.28K ﹤0.01%
16
1391
$3.27K ﹤0.01%
488
-90
1392
$3.27K ﹤0.01%
168
1393
$3.26K ﹤0.01%
+71
1394
$3.25K ﹤0.01%
47
+2
1395
$3.24K ﹤0.01%
18
-9
1396
$3.23K ﹤0.01%
32
-7
1397
$3.21K ﹤0.01%
64
+43
1398
$3.21K ﹤0.01%
29
1399
$3.2K ﹤0.01%
159
+107
1400
$3.2K ﹤0.01%
124
-2
54 55
56
57 58