MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
626
$15K ﹤0.01%
190
-126
627
$15K ﹤0.01%
30
+9
628
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1,100
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215
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630
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96
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631
$15K ﹤0.01%
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632
$15K ﹤0.01%
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633
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467
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634
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152
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635
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519
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636
$15K ﹤0.01%
104
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637
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638
$15K ﹤0.01%
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639
$15K ﹤0.01%
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640
$14K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
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645
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$14K ﹤0.01%
425
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647
$14K ﹤0.01%
506
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648
$14K ﹤0.01%
106
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649
$14K ﹤0.01%
235
-14
650
$14K ﹤0.01%
256
-159
24 25
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27 28