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
126
$5.06M 0.16%
28,549
+3,494
127
$4.95M 0.15%
68,402
+1,303
128
$4.91M 0.15%
12,560
+92
129
$4.88M 0.15%
11,679
+80
130
$4.86M 0.15%
42,782
+1,774
131
$4.84M 0.15%
124,134
-1,677
132
$4.82M 0.15%
33,202
+900
133
$4.76M 0.15%
28,102
-2,932
134
$4.75M 0.15%
106,250
+1,889
135
$4.73M 0.15%
40,438
-367
136
$4.69M 0.15%
34,132
-781
137
$4.69M 0.15%
36,658
-231
138
$4.65M 0.14%
53,959
+17,424
139
$4.62M 0.14%
22,617
+291
140
$4.52M 0.14%
16,016
-506
141
$4.5M 0.14%
97,282
+968
142
$4.45M 0.14%
160,501
-29,191
143
$4.37M 0.14%
15,094
+147
144
$4.34M 0.14%
26,867
+1,410
145
$3.97M 0.12%
66,889
+163
146
$3.94M 0.12%
122,396
+4,722
147
$3.94M 0.12%
54,279
-10,835
148
$3.94M 0.12%
105,885
-1,700
149
$3.94M 0.12%
29,843
+25,230
150
$3.93M 0.12%
32,462
+17,520
4 5
6
7 8