MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
2,188
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$5.79M
3
+$5.35M
4
NEE icon
NextEra Energy
NEE
+$3.86M
5
ZBH icon
Zimmer Biomet
ZBH
+$3.15M

Top Sells

1
+$16.6M
2
+$14.7M
3
+$10.1M
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.42M

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
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-12
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10
+2
1554
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1555
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1556
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1557
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+26
1558
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1559
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1561
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30
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+29
1563
$1.87K ﹤0.01%
94
-43
1564
$1.86K ﹤0.01%
20
+2
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$1.85K ﹤0.01%
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+1
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$1.83K ﹤0.01%
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-4
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$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