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
726
$9K ﹤0.01%
177
727
$9K ﹤0.01%
246
+211
728
$9K ﹤0.01%
72
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729
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210
730
$9K ﹤0.01%
25
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731
$9K ﹤0.01%
187
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732
$9K ﹤0.01%
88
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733
$9K ﹤0.01%
87
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734
$9K ﹤0.01%
9,300
735
$9K ﹤0.01%
153
736
$9K ﹤0.01%
194
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737
$9K ﹤0.01%
105
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738
$9K ﹤0.01%
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739
$9K ﹤0.01%
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740
$9K ﹤0.01%
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$9K ﹤0.01%
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742
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743
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$9K ﹤0.01%
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$9K ﹤0.01%
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746
$9K ﹤0.01%
96
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747
$9K ﹤0.01%
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748
$9K ﹤0.01%
505
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749
$9K ﹤0.01%
534
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750
$9K ﹤0.01%
176
28 29
30
31 32