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
1401
$3.18K ﹤0.01%
34
-25
1402
$3.16K ﹤0.01%
129
+12
1403
$3.13K ﹤0.01%
136
+69
1404
$3.13K ﹤0.01%
129
+81
1405
$3.13K ﹤0.01%
26
-2
1406
$3.13K ﹤0.01%
152
1407
$3.12K ﹤0.01%
125
1408
$3.12K ﹤0.01%
14
-7
1409
$3.08K ﹤0.01%
156
-17
1410
$3.08K ﹤0.01%
20
1411
$3.08K ﹤0.01%
25
+3
1412
$3.07K ﹤0.01%
92
+37
1413
$3.04K ﹤0.01%
306
1414
$3.04K ﹤0.01%
14
1415
$3.04K ﹤0.01%
70
1416
$3.03K ﹤0.01%
23
+5
1417
$3.02K ﹤0.01%
17
1418
$3.01K ﹤0.01%
50
1419
$3.01K ﹤0.01%
140
1420
$3K ﹤0.01%
22
+9
1421
$2.94K ﹤0.01%
34
1422
$2.92K ﹤0.01%
121
1423
$2.91K ﹤0.01%
56
+5
1424
$2.91K ﹤0.01%
83
-8
1425
$2.9K ﹤0.01%
67
55 56
57
58 59