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
1676
$1.09K ﹤0.01%
25
1677
$1.09K ﹤0.01%
53
+6
1678
$1.06K ﹤0.01%
+64
1679
$1.05K ﹤0.01%
237
-1,351
1680
$1.04K ﹤0.01%
59
1681
$1.04K ﹤0.01%
44
1682
$1.04K ﹤0.01%
23
1683
$1.04K ﹤0.01%
111
+29
1684
$1.03K ﹤0.01%
71
+22
1685
$1.03K ﹤0.01%
35
+2
1686
$1.03K ﹤0.01%
13
+1
1687
$1.02K ﹤0.01%
22
-135
1688
$1.02K ﹤0.01%
20
1689
$1.02K ﹤0.01%
30
-200
1690
$1.01K ﹤0.01%
11
+3
1691
$1.01K ﹤0.01%
4
1692
$1.01K ﹤0.01%
23
1693
$1K ﹤0.01%
26
1694
$995 ﹤0.01%
48
-59
1695
$993 ﹤0.01%
26
+8
1696
$990 ﹤0.01%
42
1697
$989 ﹤0.01%
9
-8
1698
$989 ﹤0.01%
56
1699
$985 ﹤0.01%
+95
1700
$978 ﹤0.01%
13
-4
66 67
68
69 70