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
1726
$898 ﹤0.01%
+19
1727
$897 ﹤0.01%
13
1728
$896 ﹤0.01%
308
+57
1729
$891 ﹤0.01%
+170
1730
$889 ﹤0.01%
+42
1731
$886 ﹤0.01%
38
+16
1732
$884 ﹤0.01%
70
+46
1733
$881 ﹤0.01%
+67
1734
$880 ﹤0.01%
+59
1735
$877 ﹤0.01%
41
1736
$874 ﹤0.01%
54
+11
1737
$865 ﹤0.01%
123
+23
1738
$863 ﹤0.01%
12
1739
$861 ﹤0.01%
+74
1740
$848 ﹤0.01%
29
-187
1741
$845 ﹤0.01%
23
1742
$844 ﹤0.01%
49
1743
$841 ﹤0.01%
+97
1744
$840 ﹤0.01%
18
1745
$838 ﹤0.01%
+19
1746
$834 ﹤0.01%
5
-1
1747
$833 ﹤0.01%
8
-29
1748
$829 ﹤0.01%
25
1749
$820 ﹤0.01%
+24
1750
$816 ﹤0.01%
28
-7
68 69
70
71 72