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
1526
$2.08K ﹤0.01%
90
+30
1527
$2.08K ﹤0.01%
95
1528
$2.07K ﹤0.01%
70
+4
1529
$2.07K ﹤0.01%
45
1530
$2.06K ﹤0.01%
+34
1531
$2.06K ﹤0.01%
600
+338
1532
$2.06K ﹤0.01%
9
1533
$2.06K ﹤0.01%
44
1534
$2.04K ﹤0.01%
+18
1535
$2.04K ﹤0.01%
37
-5
1536
$2.04K ﹤0.01%
158
-5
1537
$2.03K ﹤0.01%
89
1538
$2.03K ﹤0.01%
+11
1539
$2.02K ﹤0.01%
24
+6
1540
$2.02K ﹤0.01%
36
-10
1541
$2K ﹤0.01%
34
1542
$2K ﹤0.01%
51
1543
$2K ﹤0.01%
50
+6
1544
$1.98K ﹤0.01%
37
+3
1545
$1.98K ﹤0.01%
404
+392
1546
$1.97K ﹤0.01%
6
+1
1547
$1.97K ﹤0.01%
61
+21
1548
$1.96K ﹤0.01%
57
-8,821
1549
$1.94K ﹤0.01%
19
-27
1550
$1.93K ﹤0.01%
32
60 61
62
63 64