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
2001
$161 ﹤0.01%
+5
2002
$159 ﹤0.01%
+4
2003
$158 ﹤0.01%
+12
2004
$151 ﹤0.01%
3
2005
$145 ﹤0.01%
+23
2006
$141 ﹤0.01%
+19
2007
$140 ﹤0.01%
16
-347
2008
$135 ﹤0.01%
2
-10
2009
$133 ﹤0.01%
2
2010
$133 ﹤0.01%
+6
2011
$131 ﹤0.01%
22
-21
2012
$126 ﹤0.01%
+36
2013
$124 ﹤0.01%
+2
2014
$123 ﹤0.01%
3
2015
$119 ﹤0.01%
1
2016
$113 ﹤0.01%
+2
2017
$112 ﹤0.01%
12
2018
$85 ﹤0.01%
2
2019
$82 ﹤0.01%
5
+4
2020
$55 ﹤0.01%
1
2021
$22 ﹤0.01%
100
2022
$17 ﹤0.01%
3,333
2023
$16 ﹤0.01%
157
2024
$13 ﹤0.01%
1
-208
2025
$12 ﹤0.01%
36
79 80
81
82 83