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
1951
$268 ﹤0.01%
+10
1952
$268 ﹤0.01%
7
-5
1953
$265 ﹤0.01%
+10
1954
$264 ﹤0.01%
12
1955
$259 ﹤0.01%
+7
1956
$258 ﹤0.01%
4
-14
1957
$257 ﹤0.01%
+21
1958
$256 ﹤0.01%
16
1959
$253 ﹤0.01%
22
-56
1960
$251 ﹤0.01%
18
1961
$251 ﹤0.01%
+4
1962
$250 ﹤0.01%
10
1963
$247 ﹤0.01%
+16
1964
$244 ﹤0.01%
9
+4
1965
$240 ﹤0.01%
5
-25
1966
$239 ﹤0.01%
20
-73
1967
$239 ﹤0.01%
+4
1968
$238 ﹤0.01%
10
-1
1969
$233 ﹤0.01%
5
-29
1970
$232 ﹤0.01%
8
+2
1971
$231 ﹤0.01%
+35
1972
$229 ﹤0.01%
+26
1973
$226 ﹤0.01%
6
1974
$221 ﹤0.01%
+2
1975
$219 ﹤0.01%
+5
77 78
79
80 81