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
326
$212K 0.01%
1,029
-50
327
$211K 0.01%
2,014
-155
328
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2,482
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901
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331
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9,857
332
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2,720
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333
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-121
334
$192K 0.01%
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2,587
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336
$185K 0.01%
729
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337
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850
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338
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1,536
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339
$183K 0.01%
635
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340
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341
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2,264
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343
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344
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345
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346
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2,412
-6,273
347
$167K 0.01%
2,990
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348
$152K 0.01%
2,413
+1,913
349
$150K 0.01%
965
+4
350
$150K 0.01%
1,828
-16
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14
15 16