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
201
$1.73M 0.05%
16,107
-2,655
202
$1.69M 0.05%
34,357
+5,960
203
$1.68M 0.05%
+29,260
204
$1.63M 0.05%
21,289
-3,281
205
$1.61M 0.05%
12,838
+5,560
206
$1.61M 0.05%
22,918
-7,258
207
$1.6M 0.05%
26,794
-5,705
208
$1.59M 0.05%
30,994
+1,169
209
$1.56M 0.05%
4,521
-94
210
$1.53M 0.05%
16,796
211
$1.51M 0.05%
31,792
-2,640
212
$1.47M 0.05%
15,689
-9,051
213
$1.46M 0.05%
59,352
-599,276
214
$1.44M 0.04%
31,618
+1,762
215
$1.44M 0.04%
48,330
-2,330
216
$1.42M 0.04%
19,937
-406
217
$1.41M 0.04%
13,139
-826
218
$1.41M 0.04%
14,023
-719
219
$1.36M 0.04%
9,160
-175
220
$1.31M 0.04%
28,262
-2,508
221
$1.31M 0.04%
2,754
-114
222
$1.31M 0.04%
46,003
-948
223
$1.3M 0.04%
4,842
+6
224
$1.27M 0.04%
13,416
+469
225
$1.26M 0.04%
21,756
+266
7 8
9
10 11