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
401
$87K ﹤0.01%
663
-5
402
$86K ﹤0.01%
3,861
-88
403
$85K ﹤0.01%
825
404
$81K ﹤0.01%
1,462
-42
405
$81K ﹤0.01%
3,915
+2,103
406
$80K ﹤0.01%
1,448
+13
407
$79K ﹤0.01%
1,863
408
$78K ﹤0.01%
276
+20
409
$77K ﹤0.01%
475
+33
410
$77K ﹤0.01%
1,097
-4
411
$77K ﹤0.01%
242
+87
412
$76K ﹤0.01%
1,616
-136
413
$75K ﹤0.01%
569
+91
414
$75K ﹤0.01%
2,336
+316
415
$75K ﹤0.01%
1,770
-350
416
$75K ﹤0.01%
549
+457
417
$75K ﹤0.01%
2,589
418
$74K ﹤0.01%
170
419
$73K ﹤0.01%
4,160
-42,600
420
$73K ﹤0.01%
1,036
-972
421
$71K ﹤0.01%
682
+14
422
$71K ﹤0.01%
2,250
423
$70K ﹤0.01%
1,957
-138
424
$70K ﹤0.01%
933
+669
425
$70K ﹤0.01%
630
+88
15 16
17
18 19