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
+$8.68M
2
+$6.5M
3
+$4.71M
4
TFC icon
Truist Financial
TFC
+$2.63M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.54M

Top Sells

1
+$7.64M
2
+$3.86M
3
+$3.77M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.73M
5
TXN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1K ﹤0.01%
8
-16
1377
$1K ﹤0.01%
+25
1378
$1K ﹤0.01%
+274
1379
$1K ﹤0.01%
11
1380
$1K ﹤0.01%
22
1381
$1K ﹤0.01%
15
+4
1382
$1K ﹤0.01%
+1
1383
$1K ﹤0.01%
38
+15
1384
$1K ﹤0.01%
+32
1385
$1K ﹤0.01%
7
-14
1386
$1K ﹤0.01%
36
1387
$1K ﹤0.01%
20
1388
$1K ﹤0.01%
+19
1389
$1K ﹤0.01%
30
1390
$1K ﹤0.01%
35
1391
$1K ﹤0.01%
40
1392
$1K ﹤0.01%
+37
1393
$1K ﹤0.01%
165
+111
1394
$1K ﹤0.01%
+15
1395
$1K ﹤0.01%
15
1396
$1K ﹤0.01%
18
1397
$1K ﹤0.01%
12
-78
1398
$1K ﹤0.01%
6
1399
$1K ﹤0.01%
102
-436
1400
$1K ﹤0.01%
14
54 55
56
57 58