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
1776
$729 ﹤0.01%
+49
1777
$722 ﹤0.01%
11
+3
1778
$721 ﹤0.01%
22
1779
$715 ﹤0.01%
11
1780
$711 ﹤0.01%
+14
1781
$708 ﹤0.01%
45
+39
1782
$708 ﹤0.01%
24
+11
1783
$706 ﹤0.01%
51
1784
$705 ﹤0.01%
104
+6
1785
$697 ﹤0.01%
+99
1786
$697 ﹤0.01%
+47
1787
$695 ﹤0.01%
30
1788
$693 ﹤0.01%
+18
1789
$693 ﹤0.01%
11
-8
1790
$687 ﹤0.01%
+12
1791
$686 ﹤0.01%
+333
1792
$686 ﹤0.01%
13
-32
1793
$680 ﹤0.01%
6
+2
1794
$680 ﹤0.01%
+189
1795
$679 ﹤0.01%
5
1796
$679 ﹤0.01%
12
-7
1797
$674 ﹤0.01%
+25
1798
$668 ﹤0.01%
+48
1799
$662 ﹤0.01%
+3
1800
$662 ﹤0.01%
+450
70 71
72
73 74