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
2026
– –
-50,567
2027
– –
-71
2028
– –
-19
2029
– –
-38
2030
– –
-45
2031
– –
-10
2032
– –
-3,076
2033
– –
-50
2034
– –
-4,971
2035
– –
0
2036
– –
-11
2037
– –
-420
2038
– –
-42
2039
– –
-229
2040
– –
-84
2041
– –
-18
2042
– –
-28
2043
– –
-113
2044
– –
-900
2045
– –
-20
2046
– –
-30
2047
– –
-265
2048
– –
-56
2049
– –
-504
2050
– –
-256
80 81
82
83 84