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
426
$69K ﹤0.01%
831
+812
427
$68K ﹤0.01%
195
+164
428
$68K ﹤0.01%
274
+51
429
$67K ﹤0.01%
1,769
-21
430
$66K ﹤0.01%
565
+51
431
$65K ﹤0.01%
300
+90
432
$65K ﹤0.01%
451
433
$64K ﹤0.01%
3,388
+732
434
$64K ﹤0.01%
1,163
+977
435
$63K ﹤0.01%
624
+544
436
$62K ﹤0.01%
508
-47
437
$62K ﹤0.01%
735
+1
438
$62K ﹤0.01%
1,010
+154
439
$61K ﹤0.01%
3,542
+3,510
440
$61K ﹤0.01%
955
+140
441
$61K ﹤0.01%
643
-13
442
$60K ﹤0.01%
410
+52
443
$60K ﹤0.01%
1,056
+56
444
$60K ﹤0.01%
951
+17
445
$60K ﹤0.01%
459
+60
446
$60K ﹤0.01%
1,559
+39
447
$60K ﹤0.01%
596
-100
448
$57K ﹤0.01%
1,112
+437
449
$57K ﹤0.01%
284
-13
450
$57K ﹤0.01%
4,255
+4,062
16 17
18
19 20