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
1576
$1.81K ﹤0.01%
54
-28
1577
$1.8K ﹤0.01%
31
+1
1578
$1.78K ﹤0.01%
+39
1579
$1.76K ﹤0.01%
723
1580
$1.74K ﹤0.01%
5
1581
$1.74K ﹤0.01%
8,700
1582
$1.73K ﹤0.01%
+75
1583
$1.71K ﹤0.01%
10
+4
1584
$1.71K ﹤0.01%
20
+8
1585
$1.69K ﹤0.01%
33
1586
$1.68K ﹤0.01%
61
+24
1587
$1.68K ﹤0.01%
155
-93
1588
$1.67K ﹤0.01%
29
+23
1589
$1.67K ﹤0.01%
117
+77
1590
$1.67K ﹤0.01%
87
-1
1591
$1.66K ﹤0.01%
45
1592
$1.65K ﹤0.01%
43
-3
1593
$1.65K ﹤0.01%
72
1594
$1.65K ﹤0.01%
88
+6
1595
$1.65K ﹤0.01%
125
+28
1596
$1.65K ﹤0.01%
18
+10
1597
$1.65K ﹤0.01%
38
+12
1598
$1.64K ﹤0.01%
36
1599
$1.63K ﹤0.01%
+28
1600
$1.63K ﹤0.01%
+112
62 63
64
65 66