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
1801
$658 ﹤0.01%
19
1802
$658 ﹤0.01%
10
1803
$657 ﹤0.01%
+5
1804
$648 ﹤0.01%
12
+7
1805
$645 ﹤0.01%
74
-66
1806
$644 ﹤0.01%
10
1807
$640 ﹤0.01%
+13
1808
$631 ﹤0.01%
22
1809
$630 ﹤0.01%
13
+3
1810
$629 ﹤0.01%
22
1811
$629 ﹤0.01%
+2
1812
$627 ﹤0.01%
36
1813
$624 ﹤0.01%
14
+5
1814
$620 ﹤0.01%
6
-1
1815
$615 ﹤0.01%
23
+11
1816
$613 ﹤0.01%
36
1817
$613 ﹤0.01%
17
+11
1818
$611 ﹤0.01%
12
-6
1819
$608 ﹤0.01%
17
1820
$601 ﹤0.01%
+8
1821
$601 ﹤0.01%
33
1822
$600 ﹤0.01%
+13
1823
$596 ﹤0.01%
10
+3
1824
$595 ﹤0.01%
37
+15
1825
$595 ﹤0.01%
7
71 72
73
74 75