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
676
$12K ﹤0.01%
100
+12
677
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53
+10
678
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284
-10
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102
680
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297
-240
681
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711
+19
682
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150
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683
$12K ﹤0.01%
497
684
$12K ﹤0.01%
43
+28
685
$12K ﹤0.01%
115
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686
$12K ﹤0.01%
1,138
+417
687
$12K ﹤0.01%
364
+295
688
$11K ﹤0.01%
210
689
$11K ﹤0.01%
190
690
$11K ﹤0.01%
136
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691
$11K ﹤0.01%
399
-1,013
692
$11K ﹤0.01%
62
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693
$11K ﹤0.01%
96
+10
694
$11K ﹤0.01%
404
695
$11K ﹤0.01%
137
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696
$11K ﹤0.01%
394
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697
$11K ﹤0.01%
186
698
$11K ﹤0.01%
105
699
$11K ﹤0.01%
121
+50
700
$11K ﹤0.01%
140
+17
26 27
28
29 30