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
851
$6K ﹤0.01%
532
+466
852
$6K ﹤0.01%
368
+199
853
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61
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-69
857
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170
+13
859
$5K ﹤0.01%
49
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860
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861
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862
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+503
863
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+129
864
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54
+42
865
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72
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866
$5K ﹤0.01%
108
867
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73
868
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30
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869
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51
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870
$5K ﹤0.01%
128
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871
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+126
872
$5K ﹤0.01%
87
-6
873
$5K ﹤0.01%
20
+5
874
$5K ﹤0.01%
240
+148
875
$5K ﹤0.01%
+80
33 34
35
36 37