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
701
$11K ﹤0.01%
316
+18
702
$11K ﹤0.01%
189
+45
703
$11K ﹤0.01%
1,456
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704
$11K ﹤0.01%
80
-11
705
$11K ﹤0.01%
210
-73
706
$11K ﹤0.01%
382
+119
707
$11K ﹤0.01%
176
+13
708
$10K ﹤0.01%
56
-18
709
$10K ﹤0.01%
46
+13
710
$10K ﹤0.01%
158
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711
$10K ﹤0.01%
62
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712
$10K ﹤0.01%
4,824
713
$10K ﹤0.01%
100
714
$10K ﹤0.01%
54
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715
$10K ﹤0.01%
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717
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167
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718
$10K ﹤0.01%
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719
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121
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720
$10K ﹤0.01%
357
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721
$10K ﹤0.01%
118
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722
$10K ﹤0.01%
1,196
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723
$10K ﹤0.01%
44
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724
$10K ﹤0.01%
10,000
725
$9K ﹤0.01%
105
+12
27 28
29
30 31