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
801
$7K ﹤0.01%
85
802
$7K ﹤0.01%
298
+27
803
$7K ﹤0.01%
355
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804
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37
+23
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806
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35
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807
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73
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808
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710
-1,456
809
$7K ﹤0.01%
38
810
$6K ﹤0.01%
31
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811
$6K ﹤0.01%
78
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812
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80
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814
$6K ﹤0.01%
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815
$6K ﹤0.01%
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817
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821
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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825
$6K ﹤0.01%
340
31 32
33
34 35