MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.89B
1-Year Est. Return
19.98%
This Fund
S&P 500
1 Year Est. Return
+19.98%
AUM
$3.89B
AUM Growth
-$40.2M
(-1%)
Holding
2,517
Top Buys
| 1 | +$18.6M | |
| 2 | +$9.82M | |
| 3 | +$9.69M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$5.25M |
| 5 |
Exxon Mobil
XOM
|
+$3.71M |
Top Sells
| 1 | +$9.19M | |
| 2 | +$7.03M | |
| 3 | +$5.87M | |
| 4 |
NVIDIA
NVDA
|
+$5.68M |
| 5 |
Apple
AAPL
|
+$5.2M |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Financials | 11.18% |
| 3 | Consumer Discretionary | 7.57% |
| 4 | Industrials | 7.54% |
| 5 | Healthcare | 7.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VTLE
2476
DELISTED
Vital Energy
VTLE
| – | – |
-136
|
|
||
2477
West Fraser Timber
WFG
$4.74B
| – | – |
-44
|
|
||
2478
Weis Markets
WMK
$1.64B
| – | – |
-24
|
|