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
1101
$2K ﹤0.01%
13
+4
1102
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20
+2
1103
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84
1104
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+58
1105
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89
+75
1106
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1107
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24
+2
1108
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4
1109
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53
+16
1110
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55
+49
1111
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1112
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127
-89
1113
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18
+4
1114
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79
1115
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62
1116
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55
+6
1117
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20
-6
1118
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+22
1119
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+25
1120
$2K ﹤0.01%
98
+35
1121
$2K ﹤0.01%
66
-8
1122
$2K ﹤0.01%
38
-6
1123
$2K ﹤0.01%
17
+1
1124
$2K ﹤0.01%
15
+1
1125
$2K ﹤0.01%
26
+20
43 44
45
46 47