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
1501
$2.27K ﹤0.01%
61
1502
$2.26K ﹤0.01%
141
+26
1503
$2.25K ﹤0.01%
402
1504
$2.25K ﹤0.01%
52
1505
$2.23K ﹤0.01%
198
1506
$2.23K ﹤0.01%
37
1507
$2.22K ﹤0.01%
104
-631
1508
$2.22K ﹤0.01%
185
-25
1509
$2.21K ﹤0.01%
155
+116
1510
$2.21K ﹤0.01%
+198
1511
$2.21K ﹤0.01%
+147
1512
$2.2K ﹤0.01%
2,225
1513
$2.2K ﹤0.01%
+19
1514
$2.19K ﹤0.01%
13
-7
1515
$2.19K ﹤0.01%
97
-70
1516
$2.17K ﹤0.01%
28
-16
1517
$2.14K ﹤0.01%
31
-4
1518
$2.13K ﹤0.01%
+387
1519
$2.11K ﹤0.01%
312
1520
$2.1K ﹤0.01%
107
+20
1521
$2.1K ﹤0.01%
25
1522
$2.09K ﹤0.01%
351
+184
1523
$2.09K ﹤0.01%
58
-28
1524
$2.09K ﹤0.01%
+13
1525
$2.09K ﹤0.01%
328
+142
59 60
61
62 63