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
1876
$442 ﹤0.01%
11
1877
$441 ﹤0.01%
9
1878
$434 ﹤0.01%
3
-14
1879
$430 ﹤0.01%
11
+3
1880
$429 ﹤0.01%
28
1881
$425 ﹤0.01%
17
1882
$419 ﹤0.01%
537
1883
$417 ﹤0.01%
+51
1884
$417 ﹤0.01%
8
1885
$414 ﹤0.01%
11
1886
$411 ﹤0.01%
22
1887
$409 ﹤0.01%
3
1888
$403 ﹤0.01%
+5
1889
$403 ﹤0.01%
86
1890
$402 ﹤0.01%
+178
1891
$399 ﹤0.01%
7
1892
$396 ﹤0.01%
9
1893
$394 ﹤0.01%
49
+19
1894
$393 ﹤0.01%
+32
1895
$392 ﹤0.01%
+4
1896
$391 ﹤0.01%
+3
1897
$390 ﹤0.01%
12
1898
$387 ﹤0.01%
+209
1899
$387 ﹤0.01%
+31
1900
$387 ﹤0.01%
+35
74 75
76
77 78