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
476
$45K ﹤0.01%
375
+107
477
$45K ﹤0.01%
603
478
$44K ﹤0.01%
587
+96
479
$44K ﹤0.01%
1,347
480
$43K ﹤0.01%
132
+17
481
$43K ﹤0.01%
1,082
+154
482
$42K ﹤0.01%
460
+19
483
$42K ﹤0.01%
176
+66
484
$42K ﹤0.01%
884
-408
485
$42K ﹤0.01%
422
486
$42K ﹤0.01%
293
-10
487
$41K ﹤0.01%
1,062
+16
488
$41K ﹤0.01%
492
+96
489
$41K ﹤0.01%
936
490
$41K ﹤0.01%
982
-799
491
$40K ﹤0.01%
86
+13
492
$39K ﹤0.01%
+800
493
$39K ﹤0.01%
60
+13
494
$39K ﹤0.01%
207
-42
495
$38K ﹤0.01%
1,236
-33
496
$36K ﹤0.01%
261
+11
497
$35K ﹤0.01%
365
-170
498
$35K ﹤0.01%
74
+49
499
$35K ﹤0.01%
718
-75
500
$34K ﹤0.01%
+325
18 19
20
21 22