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
651
$14K ﹤0.01%
256
-159
652
$14K ﹤0.01%
118
653
$14K ﹤0.01%
833
-137
654
$14K ﹤0.01%
82
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655
$14K ﹤0.01%
+226
656
$14K ﹤0.01%
108
657
$13K ﹤0.01%
139
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658
$13K ﹤0.01%
317
-57
659
$13K ﹤0.01%
+600
660
$13K ﹤0.01%
309
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661
$13K ﹤0.01%
380
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662
$13K ﹤0.01%
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663
$13K ﹤0.01%
142
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664
$13K ﹤0.01%
61
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665
$13K ﹤0.01%
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666
$13K ﹤0.01%
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$13K ﹤0.01%
552
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668
$13K ﹤0.01%
32
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669
$13K ﹤0.01%
165
670
$12K ﹤0.01%
1,138
+417
671
$12K ﹤0.01%
364
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672
$12K ﹤0.01%
1,000
+272
673
$12K ﹤0.01%
170
-26
674
$12K ﹤0.01%
550
675
$12K ﹤0.01%
347
-75
25 26
27
28 29