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
776
$8K ﹤0.01%
265
+18
777
$8K ﹤0.01%
367
+11
778
$7K ﹤0.01%
73
+10
779
$7K ﹤0.01%
+109
780
$7K ﹤0.01%
61
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781
$7K ﹤0.01%
84
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782
$7K ﹤0.01%
156
+97
783
$7K ﹤0.01%
335
-1
784
$7K ﹤0.01%
60
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785
$7K ﹤0.01%
14
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786
$7K ﹤0.01%
53
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787
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578
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788
$7K ﹤0.01%
62
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789
$7K ﹤0.01%
71
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790
$7K ﹤0.01%
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$7K ﹤0.01%
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39
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$7K ﹤0.01%
332
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$7K ﹤0.01%
139
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795
$7K ﹤0.01%
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796
$7K ﹤0.01%
152
797
$7K ﹤0.01%
77
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$7K ﹤0.01%
39
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799
$7K ﹤0.01%
56
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800
$7K ﹤0.01%
36
-11
30 31
32
33 34