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
1926
$303 ﹤0.01%
9
1927
$298 ﹤0.01%
11
1928
$298 ﹤0.01%
+6
1929
$298 ﹤0.01%
26
-67
1930
$297 ﹤0.01%
10
1931
$295 ﹤0.01%
+8
1932
$293 ﹤0.01%
10
1933
$284 ﹤0.01%
+7
1934
$284 ﹤0.01%
6
-146
1935
$282 ﹤0.01%
+44
1936
$281 ﹤0.01%
12
-4
1937
$280 ﹤0.01%
+21
1938
$280 ﹤0.01%
+23
1939
$278 ﹤0.01%
+17
1940
$276 ﹤0.01%
+24
1941
$276 ﹤0.01%
+11
1942
$276 ﹤0.01%
+16
1943
$275 ﹤0.01%
+11
1944
$274 ﹤0.01%
+13
1945
$271 ﹤0.01%
+11
1946
$271 ﹤0.01%
+12
1947
$270 ﹤0.01%
12
1948
$269 ﹤0.01%
+16
1949
$269 ﹤0.01%
+16
1950
$268 ﹤0.01%
+54
76 77
78
79 80