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
1701
$978 ﹤0.01%
15
1702
$977 ﹤0.01%
28
+9
1703
$974 ﹤0.01%
+50
1704
$974 ﹤0.01%
106
+23
1705
$974 ﹤0.01%
30
-29
1706
$968 ﹤0.01%
59
+40
1707
$965 ﹤0.01%
76
-120
1708
$964 ﹤0.01%
+50
1709
$963 ﹤0.01%
+239
1710
$961 ﹤0.01%
6
+2
1711
$959 ﹤0.01%
20
-14
1712
$956 ﹤0.01%
+43
1713
$949 ﹤0.01%
10
+8
1714
$948 ﹤0.01%
21
-4
1715
$945 ﹤0.01%
10
1716
$944 ﹤0.01%
33
1717
$944 ﹤0.01%
28
-13
1718
$943 ﹤0.01%
9
-10
1719
$935 ﹤0.01%
11
1720
$933 ﹤0.01%
14
+1
1721
$926 ﹤0.01%
+29
1722
$914 ﹤0.01%
20
-1
1723
$909 ﹤0.01%
+25
1724
$907 ﹤0.01%
58
1725
$905 ﹤0.01%
64
-20
67 68
69
70 71