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
626
$15K ﹤0.01%
77
+26
627
$15K ﹤0.01%
203
+40
628
$15K ﹤0.01%
467
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$15K ﹤0.01%
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630
$15K ﹤0.01%
519
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631
$15K ﹤0.01%
104
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632
$15K ﹤0.01%
1,152
+235
633
$15K ﹤0.01%
171
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634
$15K ﹤0.01%
48
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635
$15K ﹤0.01%
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636
$15K ﹤0.01%
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637
$15K ﹤0.01%
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638
$15K ﹤0.01%
424
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639
$15K ﹤0.01%
218
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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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$14K ﹤0.01%
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645
$14K ﹤0.01%
246
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646
$14K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
506
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649
$14K ﹤0.01%
106
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650
$14K ﹤0.01%
235
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26
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