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
801
$7K ﹤0.01%
85
802
$7K ﹤0.01%
298
+27
803
$7K ﹤0.01%
355
-248
804
$7K ﹤0.01%
37
+23
805
$7K ﹤0.01%
249
+139
806
$7K ﹤0.01%
35
+27
807
$7K ﹤0.01%
73
+3
808
$7K ﹤0.01%
710
-1,456
809
$7K ﹤0.01%
38
810
$6K ﹤0.01%
+81
811
$6K ﹤0.01%
340
812
$6K ﹤0.01%
345
813
$6K ﹤0.01%
281
814
$6K ﹤0.01%
57
-40
815
$6K ﹤0.01%
28
+6
816
$6K ﹤0.01%
88
-12
817
$6K ﹤0.01%
300
-29
818
$6K ﹤0.01%
202
+62
819
$6K ﹤0.01%
40
820
$6K ﹤0.01%
83
+75
821
$6K ﹤0.01%
164
-6
822
$6K ﹤0.01%
200
-44
823
$6K ﹤0.01%
80
+49
824
$6K ﹤0.01%
78
+69
825
$6K ﹤0.01%
31
+26
31 32
33
34 35