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
1751
$814 ﹤0.01%
32
+5
1752
$812 ﹤0.01%
73
+18
1753
$800 ﹤0.01%
52
-94
1754
$798 ﹤0.01%
15
1755
$795 ﹤0.01%
17
1756
$794 ﹤0.01%
12
1757
$793 ﹤0.01%
29
1758
$791 ﹤0.01%
65
1759
$782 ﹤0.01%
+59
1760
$770 ﹤0.01%
43
1761
$765 ﹤0.01%
24
1762
$761 ﹤0.01%
4
+2
1763
$758 ﹤0.01%
2
1764
$755 ﹤0.01%
220
-200
1765
$754 ﹤0.01%
27
+15
1766
$751 ﹤0.01%
58
1767
$751 ﹤0.01%
+27
1768
$749 ﹤0.01%
7
-29
1769
$744 ﹤0.01%
29
+8
1770
$742 ﹤0.01%
+108
1771
$737 ﹤0.01%
79
1772
$736 ﹤0.01%
39
+10
1773
$734 ﹤0.01%
12
-8
1774
$732 ﹤0.01%
+39
1775
$731 ﹤0.01%
37
69 70
71
72 73