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
1451
$2.68K ﹤0.01%
55
+25
1452
$2.67K ﹤0.01%
215
-22
1453
$2.65K ﹤0.01%
15
1454
$2.65K ﹤0.01%
39
1455
$2.64K ﹤0.01%
26
-7
1456
$2.64K ﹤0.01%
40
1457
$2.63K ﹤0.01%
149
+22
1458
$2.63K ﹤0.01%
134
+49
1459
$2.61K ﹤0.01%
+38
1460
$2.61K ﹤0.01%
94
+23
1461
$2.61K ﹤0.01%
28
+13
1462
$2.58K ﹤0.01%
96
1463
$2.58K ﹤0.01%
+170
1464
$2.58K ﹤0.01%
248
+4
1465
$2.55K ﹤0.01%
42
+5
1466
$2.54K ﹤0.01%
94
-3
1467
$2.54K ﹤0.01%
77
1468
$2.53K ﹤0.01%
43
1469
$2.51K ﹤0.01%
30
+5
1470
$2.5K ﹤0.01%
107
+1
1471
$2.5K ﹤0.01%
241
+137
1472
$2.49K ﹤0.01%
75
+10
1473
$2.49K ﹤0.01%
+8
1474
$2.47K ﹤0.01%
8
+1
1475
$2.46K ﹤0.01%
26
-3
57 58
59
60 61