MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
651
$14K ﹤0.01%
256
-159
652
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118
653
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833
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82
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108
657
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+600
658
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317
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309
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380
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662
$13K ﹤0.01%
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663
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142
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664
$13K ﹤0.01%
61
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665
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666
$13K ﹤0.01%
54
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$13K ﹤0.01%
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32
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669
$13K ﹤0.01%
165
670
$12K ﹤0.01%
200
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671
$12K ﹤0.01%
170
-26
672
$12K ﹤0.01%
550
673
$12K ﹤0.01%
347
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674
$12K ﹤0.01%
161
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675
$12K ﹤0.01%
424
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25 26
27
28 29