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
1626
$1.39K ﹤0.01%
112
+33
1627
$1.39K ﹤0.01%
36
+23
1628
$1.39K ﹤0.01%
174
-135
1629
$1.38K ﹤0.01%
64
+56
1630
$1.38K ﹤0.01%
17
-7
1631
$1.37K ﹤0.01%
121
+24
1632
$1.36K ﹤0.01%
+35
1633
$1.36K ﹤0.01%
139
1634
$1.35K ﹤0.01%
24
1635
$1.34K ﹤0.01%
65
-43
1636
$1.33K ﹤0.01%
69
-29
1637
$1.33K ﹤0.01%
56
+10
1638
$1.31K ﹤0.01%
12
+10
1639
$1.31K ﹤0.01%
96
+16
1640
$1.31K ﹤0.01%
34
1641
$1.31K ﹤0.01%
52
+12
1642
$1.29K ﹤0.01%
+85
1643
$1.28K ﹤0.01%
104
+58
1644
$1.28K ﹤0.01%
98
+49
1645
$1.28K ﹤0.01%
117
-3,951
1646
$1.28K ﹤0.01%
18
-74
1647
$1.27K ﹤0.01%
32
1648
$1.26K ﹤0.01%
94
1649
$1.26K ﹤0.01%
19
+5
1650
$1.26K ﹤0.01%
107
+29
64 65
66
67 68