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
151
$3.92M 0.12%
55,241
-69
152
$3.91M 0.12%
160,464
-138,760
153
$3.91M 0.12%
4,065
+52
154
$3.89M 0.12%
9,466
+105
155
$3.82M 0.12%
34,641
-1,095
156
$3.78M 0.12%
26,245
-5,263
157
$3.65M 0.11%
83,694
-1,061
158
$3.63M 0.11%
18,355
+1,982
159
$3.55M 0.11%
38,783
+829
160
$3.55M 0.11%
20,991
-18
161
$3.4M 0.11%
26,081
+5,023
162
$3.33M 0.1%
11,287
+976
163
$3.27M 0.1%
24,819
-67
164
$3.25M 0.1%
13,417
+3,974
165
$3.14M 0.1%
24,690
+549
166
$3.12M 0.1%
66,785
-4,233
167
$3.06M 0.1%
17,700
-2,192
168
$3.03M 0.09%
22,789
+6,166
169
$3.03M 0.09%
14,113
+14,105
170
$2.99M 0.09%
225,083
+28,280
171
$2.96M 0.09%
33,404
-8,302
172
$2.89M 0.09%
48,048
-30,886
173
$2.81M 0.09%
78,401
+10,409
174
$2.72M 0.08%
31,633
+330
175
$2.52M 0.08%
64,644
-87,268
5 6
7
8 9