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
576
$20K ﹤0.01%
116
+33
577
$20K ﹤0.01%
65
+20
578
$19K ﹤0.01%
813
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579
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319
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580
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436
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581
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49
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582
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532
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583
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750
-840
584
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610
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585
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173
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586
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835
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587
$19K ﹤0.01%
+1,010
588
$18K ﹤0.01%
298
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589
$18K ﹤0.01%
353
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590
$18K ﹤0.01%
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$18K ﹤0.01%
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594
$18K ﹤0.01%
16
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$18K ﹤0.01%
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596
$18K ﹤0.01%
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597
$18K ﹤0.01%
288
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598
$18K ﹤0.01%
82
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599
$17K ﹤0.01%
303
-100
600
$17K ﹤0.01%
249
+31
22 23
24
25 26