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
1051
$3K ﹤0.01%
57
1052
$3K ﹤0.01%
13
1053
$3K ﹤0.01%
218
1054
$3K ﹤0.01%
47
-19
1055
$3K ﹤0.01%
70
1056
$3K ﹤0.01%
60
+26
1057
$3K ﹤0.01%
196
+105
1058
$3K ﹤0.01%
27
+24
1059
$3K ﹤0.01%
+50
1060
$3K ﹤0.01%
217
-88
1061
$3K ﹤0.01%
+39
1062
$3K ﹤0.01%
66
+53
1063
$3K ﹤0.01%
60
-78
1064
$3K ﹤0.01%
42
-1
1065
$3K ﹤0.01%
33
1066
$3K ﹤0.01%
157
+30
1067
$3K ﹤0.01%
138
+49
1068
$3K ﹤0.01%
81
+17
1069
$3K ﹤0.01%
35
+12
1070
$3K ﹤0.01%
25
+12
1071
$3K ﹤0.01%
86
1072
$3K ﹤0.01%
25
1073
$3K ﹤0.01%
+80
1074
$3K ﹤0.01%
58
+52
1075
$3K ﹤0.01%
57
-7