MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
-13.68%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$2.31B
AUM Growth
-$336M
(-13%)
Cap. Flow
+$49.1M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
25.34%
Holding
1,854
New
295
Increased
641
Reduced
439
Closed
193
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
+$8.68M |
| 2 |
Accenture
ACN
|
+$6.5M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$4.71M |
| 4 |
Truist Financial
TFC
|
+$2.63M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$2.54M |
Top Sells
| 1 |
Coca-Cola
KO
|
+$7.64M |
| 2 |
iShares Gold Trust
IAU
|
+$3.86M |
| 3 |
AT&T
T
|
+$3.77M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.73M |
| 5 |
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% |
