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
1976
$218 ﹤0.01%
+8
1977
$218 ﹤0.01%
+30
1978
$217 ﹤0.01%
6
1979
$212 ﹤0.01%
+6
1980
$212 ﹤0.01%
2
1981
$211 ﹤0.01%
+32
1982
$209 ﹤0.01%
+4
1983
$207 ﹤0.01%
11
+8
1984
$205 ﹤0.01%
+13
1985
$203 ﹤0.01%
8
1986
$202 ﹤0.01%
+6
1987
$201 ﹤0.01%
+17
1988
$199 ﹤0.01%
9
1989
$198 ﹤0.01%
+3
1990
$196 ﹤0.01%
36
1991
$196 ﹤0.01%
+44
1992
$194 ﹤0.01%
+9
1993
$190 ﹤0.01%
+2
1994
$187 ﹤0.01%
3
-22
1995
$174 ﹤0.01%
7
-4
1996
$172 ﹤0.01%
3
-1
1997
$172 ﹤0.01%
3
+1
1998
$172 ﹤0.01%
1
1999
$171 ﹤0.01%
+3
2000
$171 ﹤0.01%
+84
78 79
80
81 82