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
851
$6K ﹤0.01%
202
+62
852
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40
853
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83
+75
854
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164
-6
855
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200
-44
856
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80
+49
857
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78
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31
+26
859
$5K ﹤0.01%
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860
$5K ﹤0.01%
+81
861
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50
862
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+122
863
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34
+3
864
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186
+7
865
$5K ﹤0.01%
21
866
$5K ﹤0.01%
+74
867
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47
868
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+503
869
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148
+129
870
$5K ﹤0.01%
49
+12
871
$5K ﹤0.01%
54
+42
872
$5K ﹤0.01%
72
+49
873
$5K ﹤0.01%
108
874
$5K ﹤0.01%
73
875
$5K ﹤0.01%
30
+27
33 34
35
36 37