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
1476
$2.45K ﹤0.01%
+63
1477
$2.44K ﹤0.01%
21
+12
1478
$2.44K ﹤0.01%
93
+81
1479
$2.43K ﹤0.01%
31
+9
1480
$2.43K ﹤0.01%
15
-4
1481
$2.43K ﹤0.01%
809
+707
1482
$2.42K ﹤0.01%
35
+2
1483
$2.41K ﹤0.01%
41
1484
$2.41K ﹤0.01%
68
+7
1485
$2.41K ﹤0.01%
6
1486
$2.41K ﹤0.01%
68
-6
1487
$2.39K ﹤0.01%
30
-6
1488
$2.39K ﹤0.01%
17
+7
1489
$2.37K ﹤0.01%
183
+28
1490
$2.36K ﹤0.01%
41
+4
1491
$2.32K ﹤0.01%
108
1492
$2.32K ﹤0.01%
318
+94
1493
$2.32K ﹤0.01%
7
1494
$2.31K ﹤0.01%
45
1495
$2.31K ﹤0.01%
67
+35
1496
$2.29K ﹤0.01%
+47
1497
$2.29K ﹤0.01%
237
+18
1498
$2.27K ﹤0.01%
204
+24
1499
$2.27K ﹤0.01%
40
+30
1500
$2.27K ﹤0.01%
29
58 59
60
61 62