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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
2051
– –
-900
2052
– –
-12
2053
– –
-20
2054
– –
-30
2055
– –
-265
2056
– –
-56
2057
– –
-504
2058
– –
-256
2059
– –
-2
2060
– –
-81
2061
– –
-169
2062
– –
-62
2063
– –
-60
2064
– –
0
2065
– –
-372
2066
– –
-39
2067
– –
-32
2068
– –
-1,025
2069
– –
-27
2070
– –
-4
2071
– –
-1,048
2072
– –
0
2073
– –
-3,531
2074
– –
-12
2075
– –
-57
81 82
83
84 85