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
951
$4K ﹤0.01%
162
+9
952
$4K ﹤0.01%
+101
953
$4K ﹤0.01%
300
954
$4K ﹤0.01%
42
+22
955
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144
+28
956
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19
-22
957
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169
+119
958
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83
+15
959
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27
+19
960
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63
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961
$4K ﹤0.01%
117
962
$4K ﹤0.01%
+50
963
$4K ﹤0.01%
82
+42
964
$4K ﹤0.01%
40
+24
965
$4K ﹤0.01%
61
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966
$4K ﹤0.01%
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967
$4K ﹤0.01%
85
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968
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54
969
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21
+5
970
$4K ﹤0.01%
+21
971
$4K ﹤0.01%
114
-23
972
$4K ﹤0.01%
64
973
$4K ﹤0.01%
128
+9
974
$4K ﹤0.01%
142
+5
975
$4K ﹤0.01%
146
-142
37 38
39
40 41