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
451
$56K ﹤0.01%
218
+54
452
$56K ﹤0.01%
1,507
453
$56K ﹤0.01%
914
+140
454
$56K ﹤0.01%
2,666
455
$55K ﹤0.01%
+876
456
$54K ﹤0.01%
1,197
+292
457
$54K ﹤0.01%
653
+73
458
$53K ﹤0.01%
+990
459
$53K ﹤0.01%
837
+49
460
$53K ﹤0.01%
1,518
461
$52K ﹤0.01%
586
+25
462
$52K ﹤0.01%
1,140
-95
463
$52K ﹤0.01%
1,710
+149
464
$52K ﹤0.01%
1,381
+1,049
465
$51K ﹤0.01%
434
+243
466
$51K ﹤0.01%
1,950
-450
467
$51K ﹤0.01%
1,276
-405
468
$51K ﹤0.01%
537
+84
469
$50K ﹤0.01%
744
+357
470
$50K ﹤0.01%
591
-210
471
$49K ﹤0.01%
550
+250
472
$47K ﹤0.01%
1,069
473
$46K ﹤0.01%
1,800
474
$45K ﹤0.01%
426
475
$45K ﹤0.01%
335
-224
17 18
19
20 21