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
451
$56K ﹤0.01%
2,666
452
$56K ﹤0.01%
914
+140
453
$56K ﹤0.01%
1,507
454
$56K ﹤0.01%
218
+54
455
$55K ﹤0.01%
+876
456
$54K ﹤0.01%
653
+73
457
$54K ﹤0.01%
1,197
+292
458
$53K ﹤0.01%
1,518
459
$53K ﹤0.01%
837
+49
460
$53K ﹤0.01%
+990
461
$52K ﹤0.01%
1,381
+1,049
462
$52K ﹤0.01%
1,710
+149
463
$52K ﹤0.01%
1,140
-95
464
$52K ﹤0.01%
586
+25
465
$51K ﹤0.01%
537
+84
466
$51K ﹤0.01%
1,276
-405
467
$51K ﹤0.01%
1,950
-450
468
$51K ﹤0.01%
434
+243
469
$50K ﹤0.01%
591
-210
470
$50K ﹤0.01%
744
+357
471
$49K ﹤0.01%
550
+250
472
$47K ﹤0.01%
1,069
473
$46K ﹤0.01%
1,800
474
$45K ﹤0.01%
603
475
$45K ﹤0.01%
375
+107
17 18
19
20 21