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
376
$111K ﹤0.01%
975
+610
377
$106K ﹤0.01%
2,206
378
$106K ﹤0.01%
340
+131
379
$105K ﹤0.01%
1,375
+210
380
$105K ﹤0.01%
428
+62
381
$103K ﹤0.01%
5,920
+175
382
$101K ﹤0.01%
2,118
-5
383
$100K ﹤0.01%
3,485
-1,100
384
$100K ﹤0.01%
1,332
-74
385
$98K ﹤0.01%
13,396
386
$97K ﹤0.01%
483
+28
387
$95K ﹤0.01%
1,501
+165
388
$94K ﹤0.01%
2,243
-82
389
$94K ﹤0.01%
991
+602
390
$92K ﹤0.01%
3,231
-2,912
391
$91K ﹤0.01%
1,500
-300
392
$91K ﹤0.01%
678
+232
393
$91K ﹤0.01%
262
-245
394
$91K ﹤0.01%
2,534
+534
395
$90K ﹤0.01%
605
-10
396
$90K ﹤0.01%
7,790
+5,500
397
$90K ﹤0.01%
2,602
-2,515
398
$88K ﹤0.01%
290
+92
399
$87K ﹤0.01%
400
+10
400
$87K ﹤0.01%
4,236
+150
14 15
16
17 18