MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
1,854
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$6.5M
3
+$4.71M
4
TFC icon
Truist Financial
TFC
+$2.63M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.54M

Top Sells

1
+$7.64M
2
+$3.86M
3
+$3.77M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.73M
5
TXN icon
Texas Instruments
TXN
+$3.4M

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%
2,336
+316
414
$75K ﹤0.01%
569
+91
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%
416
-4,260
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