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
1426
$2.89K ﹤0.01%
116
+83
1427
$2.89K ﹤0.01%
25
+3
1428
$2.87K ﹤0.01%
153
-9
1429
$2.87K ﹤0.01%
+207
1430
$2.86K ﹤0.01%
221
+17
1431
$2.86K ﹤0.01%
39
+5
1432
$2.86K ﹤0.01%
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1433
$2.85K ﹤0.01%
130
1434
$2.84K ﹤0.01%
98
+23
1435
$2.81K ﹤0.01%
67
-4,010
1436
$2.79K ﹤0.01%
155
-4
1437
$2.78K ﹤0.01%
+67
1438
$2.78K ﹤0.01%
167
1439
$2.77K ﹤0.01%
13
-2
1440
$2.77K ﹤0.01%
242
+4
1441
$2.77K ﹤0.01%
26
-4
1442
$2.77K ﹤0.01%
55
1443
$2.76K ﹤0.01%
+65
1444
$2.76K ﹤0.01%
71
1445
$2.72K ﹤0.01%
99
+81
1446
$2.71K ﹤0.01%
34
+9
1447
$2.71K ﹤0.01%
43
1448
$2.7K ﹤0.01%
36
+9
1449
$2.68K ﹤0.01%
92
1450
$2.68K ﹤0.01%
94
-17
56 57
58
59 60