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
276
$432K 0.02%
19,472
-558
277
$432K 0.02%
5,220
+150
278
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2,967
-100
279
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3,526
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280
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1
281
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5,859
-2,772
282
$408K 0.02%
2,813
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283
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22,051
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284
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285
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286
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18,401
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287
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288
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289
$365K 0.02%
15,688
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290
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291
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293
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294
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3,485
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295
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2,466
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296
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6,930
-150
297
$337K 0.01%
2,384
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298
$334K 0.01%
5,525
-56
299
$333K 0.01%
1,521
-17
300
$326K 0.01%
4,688
+4,679
10 11
12
13 14