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
526
$27K ﹤0.01%
160
+31
527
$27K ﹤0.01%
951
+51
528
$27K ﹤0.01%
381
-4
529
$27K ﹤0.01%
317
530
$27K ﹤0.01%
298
+234
531
$27K ﹤0.01%
287
+104
532
$27K ﹤0.01%
600
533
$26K ﹤0.01%
460
+44
534
$26K ﹤0.01%
878
-31
535
$26K ﹤0.01%
1,022
+448
536
$26K ﹤0.01%
1,000
537
$26K ﹤0.01%
931
+273
538
$26K ﹤0.01%
104
+61
539
$25K ﹤0.01%
218
+13
540
$25K ﹤0.01%
1,494
+63
541
$25K ﹤0.01%
99
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542
$25K ﹤0.01%
450
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543
$25K ﹤0.01%
1,304
-652
544
$24K ﹤0.01%
1,500
545
$24K ﹤0.01%
75
+16
546
$24K ﹤0.01%
526
547
$24K ﹤0.01%
534
+39
548
$24K ﹤0.01%
461
549
$24K ﹤0.01%
82
+39
550
$23K ﹤0.01%
314
+102
20 21
22
23 24