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
1901
$386 ﹤0.01%
23
1902
$383 ﹤0.01%
+36
1903
$382 ﹤0.01%
+42
1904
$379 ﹤0.01%
23
-7
1905
$378 ﹤0.01%
24
+7
1906
$376 ﹤0.01%
+5
1907
$373 ﹤0.01%
9,300
1908
$372 ﹤0.01%
+30
1909
$362 ﹤0.01%
10
1910
$361 ﹤0.01%
8
1911
$356 ﹤0.01%
70
-204
1912
$355 ﹤0.01%
+12
1913
$354 ﹤0.01%
+23
1914
$350 ﹤0.01%
27
1915
$349 ﹤0.01%
+16
1916
$343 ﹤0.01%
+29
1917
$340 ﹤0.01%
14
1918
$336 ﹤0.01%
62
1919
$328 ﹤0.01%
+21
1920
$326 ﹤0.01%
18
1921
$315 ﹤0.01%
4
-25
1922
$313 ﹤0.01%
7
1923
$306 ﹤0.01%
69
1924
$305 ﹤0.01%
+3
1925
$305 ﹤0.01%
8
75 76
77
78 79