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
176
$2.5M 0.08%
3,219
-3,233
177
$2.41M 0.08%
51,328
-1,000
178
$2.38M 0.07%
57,836
+3,877
179
$2.35M 0.07%
10,280
-215
180
$2.32M 0.07%
11,034
-1,651
181
$2.28M 0.07%
13,260
-608
182
$2.2M 0.07%
4,575
-14,029
183
$2.1M 0.07%
21,433
-3,239
184
$2.04M 0.06%
21,047
+1,659
185
$2.02M 0.06%
21,092
-593
186
$1.98M 0.06%
21,776
+20,934
187
$1.97M 0.06%
6,939
+787
188
$1.95M 0.06%
9,520
+247
189
$1.93M 0.06%
48,124
+5,763
190
$1.91M 0.06%
37,463
+1,653
191
$1.91M 0.06%
136,961
+10,795
192
$1.9M 0.06%
8,341
+455
193
$1.87M 0.06%
56,777
+24,421
194
$1.87M 0.06%
103,037
-78,085
195
$1.86M 0.06%
7,155
-86
196
$1.85M 0.06%
35,020
-3,278
197
$1.81M 0.06%
32,112
+10,752
198
$1.81M 0.06%
49,315
+1,820
199
$1.79M 0.06%
17,012
+6,163
200
$1.75M 0.05%
12,268
+269
6 7
8
9 10