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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
2,188
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$5.79M
3
+$5.35M
4
NEE icon
NextEra Energy
NEE
+$3.86M
5
ZBH icon
Zimmer Biomet
ZBH
+$3.15M

Top Sells

1
+$16.6M
2
+$14.7M
3
+$10.1M
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.42M

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
– –
-13
2027
– –
-1,997
2028
– –
-500
2029
– –
-1,000
2030
– –
-7
2031
– –
0
2032
– –
0
2033
– –
-50,567
2034
– –
-71
2035
– –
-19
2036
– –
-38
2037
– –
-45
2038
– –
-10
2039
– –
-3,076
2040
– –
-50
2041
– –
-4,971
2042
– –
0
2043
– –
-11
2044
– –
-420
2045
– –
-42
2046
– –
-229
2047
– –
-84
2048
– –
-18
2049
– –
-28
2050
– –
-113
80 81
82
83 84