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
851
$6K ﹤0.01%
29
852
$6K ﹤0.01%
161
853
$6K ﹤0.01%
532
+466
854
$6K ﹤0.01%
368
+199
855
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61
-11
856
$6K ﹤0.01%
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-15
857
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56
+43
858
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113
-69
859
$5K ﹤0.01%
+74
860
$5K ﹤0.01%
47
861
$5K ﹤0.01%
+503
862
$5K ﹤0.01%
148
+129
863
$5K ﹤0.01%
49
+12
864
$5K ﹤0.01%
54
+42
865
$5K ﹤0.01%
72
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866
$5K ﹤0.01%
108
867
$5K ﹤0.01%
73
868
$5K ﹤0.01%
30
+27
869
$5K ﹤0.01%
51
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870
$5K ﹤0.01%
128
+114
871
$5K ﹤0.01%
+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