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
1601
$1.62K ﹤0.01%
35
-1
1602
$1.6K ﹤0.01%
43
+19
1603
$1.58K ﹤0.01%
6
+3
1604
$1.58K ﹤0.01%
+7
1605
$1.58K ﹤0.01%
+33
1606
$1.56K ﹤0.01%
9
1607
$1.55K ﹤0.01%
31
1608
$1.54K ﹤0.01%
11
1609
$1.51K ﹤0.01%
18
1610
$1.51K ﹤0.01%
367
1611
$1.5K ﹤0.01%
84
1612
$1.5K ﹤0.01%
38
1613
$1.5K ﹤0.01%
+90
1614
$1.48K ﹤0.01%
66
1615
$1.46K ﹤0.01%
+105
1616
$1.46K ﹤0.01%
34
-12
1617
$1.45K ﹤0.01%
56
1618
$1.45K ﹤0.01%
32
-5
1619
$1.45K ﹤0.01%
15
-6
1620
$1.45K ﹤0.01%
+64
1621
$1.44K ﹤0.01%
102
-36
1622
$1.43K ﹤0.01%
17
+10
1623
$1.4K ﹤0.01%
93
+13
1624
$1.4K ﹤0.01%
21
-132
1625
$1.39K ﹤0.01%
88
+11
63 64
65
66 67