MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,853
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.03M
3
+$5.16M
4
TFC icon
Truist Financial
TFC
+$2.74M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.69M

Top Sells

1
+$7.7M
2
+$4.07M
3
+$4.01M
4
TXN icon
Texas Instruments
TXN
+$3.73M
5
T icon
AT&T
T
+$3.58M

Sector Composition

1 Technology 15.77%
2 Healthcare 10.61%
3 Financials 10.19%
4 Consumer Discretionary 8.44%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$937K 0.04%
16,094
-437
227
$932K 0.04%
35,953
+19,139
228
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18,451
+23
229
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3,074
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230
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3,638
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231
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8,590
-9,370
232
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+15,038
233
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11,465
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234
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35,109
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235
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3,128
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236
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-82
237
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12,798
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14,116
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239
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12,094
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240
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124,135
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242
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3,953
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243
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11,245
244
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14,218
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245
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4,174
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246
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16,695
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247
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5,385
-285
248
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4,259
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249
$653K 0.03%
14,332
-2,218
250
$641K 0.03%
7,813
-28
8 9
10
11 12