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
1026
$3K ﹤0.01%
66
+53
1027
$3K ﹤0.01%
60
-78
1028
$3K ﹤0.01%
42
-1
1029
$3K ﹤0.01%
33
1030
$3K ﹤0.01%
+95
1031
$3K ﹤0.01%
59
+37
1032
$3K ﹤0.01%
+47
1033
$3K ﹤0.01%
41
+34
1034
$3K ﹤0.01%
20
+16
1035
$3K ﹤0.01%
+112
1036
$3K ﹤0.01%
69
+51
1037
$3K ﹤0.01%
46
1038
$3K ﹤0.01%
+16
1039
$3K ﹤0.01%
86
-26
1040
$3K ﹤0.01%
10
+8
1041
$3K ﹤0.01%
33
+6
1042
$3K ﹤0.01%
10
-15
1043
$3K ﹤0.01%
+42
1044
$3K ﹤0.01%
+107
1045
$3K ﹤0.01%
105
-90
1046
$3K ﹤0.01%
66
-103
1047
$3K ﹤0.01%
170
1048
$3K ﹤0.01%
60
-27
1049
$3K ﹤0.01%
1,360
+301
1050
$3K ﹤0.01%
15
40 41
42
43 44