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
476
$45K ﹤0.01%
335
-224
477
$45K ﹤0.01%
426
478
$44K ﹤0.01%
587
+96
479
$44K ﹤0.01%
1,347
480
$43K ﹤0.01%
1,082
+154
481
$43K ﹤0.01%
132
+17
482
$42K ﹤0.01%
293
-10
483
$42K ﹤0.01%
422
484
$42K ﹤0.01%
884
-408
485
$42K ﹤0.01%
176
+66
486
$42K ﹤0.01%
460
+19
487
$41K ﹤0.01%
982
-799
488
$41K ﹤0.01%
936
489
$41K ﹤0.01%
492
+96
490
$41K ﹤0.01%
1,062
+16
491
$40K ﹤0.01%
86
+13
492
$39K ﹤0.01%
207
-42
493
$39K ﹤0.01%
60
+13
494
$39K ﹤0.01%
+800
495
$38K ﹤0.01%
1,236
-33
496
$36K ﹤0.01%
261
+11
497
$35K ﹤0.01%
718
-75
498
$35K ﹤0.01%
74
+49
499
$35K ﹤0.01%
365
-170
500
$34K ﹤0.01%
503
18 19
20
21 22