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
1651
$1.26K ﹤0.01%
34
1652
$1.26K ﹤0.01%
17
1653
$1.25K ﹤0.01%
+153
1654
$1.24K ﹤0.01%
16
+5
1655
$1.24K ﹤0.01%
257
+101
1656
$1.23K ﹤0.01%
5
1657
$1.23K ﹤0.01%
+32
1658
$1.21K ﹤0.01%
46
+22
1659
$1.2K ﹤0.01%
18
-90
1660
$1.2K ﹤0.01%
3
-4
1661
$1.19K ﹤0.01%
23
-9
1662
$1.19K ﹤0.01%
23
+1
1663
$1.17K ﹤0.01%
89
+62
1664
$1.16K ﹤0.01%
41
1665
$1.16K ﹤0.01%
33
1666
$1.16K ﹤0.01%
+8
1667
$1.16K ﹤0.01%
20
1668
$1.16K ﹤0.01%
51
1669
$1.15K ﹤0.01%
8
-5
1670
$1.13K ﹤0.01%
30
-1
1671
$1.13K ﹤0.01%
+89
1672
$1.11K ﹤0.01%
22
1673
$1.11K ﹤0.01%
+51
1674
$1.1K ﹤0.01%
+2
1675
$1.1K ﹤0.01%
30
-50
65 66
67
68 69