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
1551
$1.93K ﹤0.01%
66
+21
1552
$1.93K ﹤0.01%
23
-12
1553
$1.93K ﹤0.01%
10
+2
1554
$1.9K ﹤0.01%
151
1555
$1.89K ﹤0.01%
100
1556
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208
1557
$1.89K ﹤0.01%
+26
1558
$1.88K ﹤0.01%
67
1559
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71
1560
$1.88K ﹤0.01%
94
1561
$1.88K ﹤0.01%
30
-22
1562
$1.87K ﹤0.01%
+29
1563
$1.87K ﹤0.01%
94
-43
1564
$1.86K ﹤0.01%
20
+2
1565
$1.85K ﹤0.01%
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1566
$1.85K ﹤0.01%
15
+1
1567
$1.83K ﹤0.01%
19
-4
1568
$1.83K ﹤0.01%
8
+6
1569
$1.82K ﹤0.01%
+42
1570
$1.82K ﹤0.01%
104
+10
1571
$1.82K ﹤0.01%
55
+4
1572
$1.81K ﹤0.01%
149
-119
1573
$1.81K ﹤0.01%
29
1574
$1.81K ﹤0.01%
66
1575
$1.81K ﹤0.01%
235
61 62
63
64 65