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
551
$23K ﹤0.01%
396
+93
552
$23K ﹤0.01%
1,260
553
$22K ﹤0.01%
594
-30
554
$22K ﹤0.01%
233
+13
555
$22K ﹤0.01%
575
556
$22K ﹤0.01%
125
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557
$22K ﹤0.01%
509
+4
558
$22K ﹤0.01%
+800
559
$21K ﹤0.01%
1,021
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560
$21K ﹤0.01%
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561
$21K ﹤0.01%
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562
$21K ﹤0.01%
258
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563
$21K ﹤0.01%
581
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564
$21K ﹤0.01%
324
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565
$21K ﹤0.01%
187
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$20K ﹤0.01%
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568
$20K ﹤0.01%
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569
$20K ﹤0.01%
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570
$20K ﹤0.01%
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571
$20K ﹤0.01%
185
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572
$20K ﹤0.01%
178
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573
$20K ﹤0.01%
434
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$20K ﹤0.01%
161
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575
$20K ﹤0.01%
450
21 22
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24 25