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
1126
$2K ﹤0.01%
41
+26
1127
$2K ﹤0.01%
99
-29
1128
$2K ﹤0.01%
317
-31
1129
$2K ﹤0.01%
51
+36
1130
$2K ﹤0.01%
45
1131
$2K ﹤0.01%
18
1132
$2K ﹤0.01%
+23
1133
$2K ﹤0.01%
32
1134
$2K ﹤0.01%
37
1135
$2K ﹤0.01%
16
1136
$2K ﹤0.01%
+505
1137
$2K ﹤0.01%
38
-29
1138
$2K ﹤0.01%
51
+29
1139
$2K ﹤0.01%
113
1140
$2K ﹤0.01%
+280
1141
$2K ﹤0.01%
59
-121
1142
$2K ﹤0.01%
45
+33
1143
$2K ﹤0.01%
+59
1144
$2K ﹤0.01%
842
+119
1145
$2K ﹤0.01%
68
-16
1146
$2K ﹤0.01%
36
1147
$2K ﹤0.01%
36
+17
1148
$2K ﹤0.01%
175
-17,166
1149
$2K ﹤0.01%
65
+49
1150
$2K ﹤0.01%
+29
44 45
46
47 48