MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
776
$8K ﹤0.01%
265
+18
777
$8K ﹤0.01%
367
+11
778
$7K ﹤0.01%
77
+14
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39
+30
780
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56
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781
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36
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782
$7K ﹤0.01%
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783
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298
+27
784
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73
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785
$7K ﹤0.01%
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786
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61
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84
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788
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789
$7K ﹤0.01%
335
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$7K ﹤0.01%
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$7K ﹤0.01%
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795
$7K ﹤0.01%
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$7K ﹤0.01%
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797
$7K ﹤0.01%
510
-35
798
$7K ﹤0.01%
39
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799
$7K ﹤0.01%
332
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800
$7K ﹤0.01%
139
+97
30 31
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33 34