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
1851
$520 ﹤0.01%
17
-3
1852
$515 ﹤0.01%
47
-116
1853
$512 ﹤0.01%
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1854
$508 ﹤0.01%
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1855
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+13
1856
$494 ﹤0.01%
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+6
1858
$481 ﹤0.01%
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1859
$479 ﹤0.01%
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1860
$478 ﹤0.01%
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1861
$477 ﹤0.01%
+159
1862
$475 ﹤0.01%
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1863
$470 ﹤0.01%
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1864
$467 ﹤0.01%
+63
1865
$466 ﹤0.01%
15
-5
1866
$460 ﹤0.01%
6
1867
$459 ﹤0.01%
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1868
$457 ﹤0.01%
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-14
1869
$456 ﹤0.01%
+23
1870
$453 ﹤0.01%
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1871
$453 ﹤0.01%
14
-9
1872
$448 ﹤0.01%
8
1873
$447 ﹤0.01%
+12
1874
$445 ﹤0.01%
83
1875
$443 ﹤0.01%
44
-318
73 74
75
76 77