MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
1,854
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
1426
$1K ﹤0.01%
102
-436
1427
$1K ﹤0.01%
14
1428
$1K ﹤0.01%
+24
1429
$1K ﹤0.01%
19
-1
1430
$1K ﹤0.01%
+76
1431
$1K ﹤0.01%
6
1432
$1K ﹤0.01%
4
1433
$1K ﹤0.01%
65
-47
1434
$1K ﹤0.01%
+22
1435
$1K ﹤0.01%
6
1436
$1K ﹤0.01%
8
1437
$1K ﹤0.01%
+174
1438
$1K ﹤0.01%
+12
1439
$1K ﹤0.01%
17
1440
$1K ﹤0.01%
8
-56
1441
$1K ﹤0.01%
+37
1442
$1K ﹤0.01%
16
-4
1443
$1K ﹤0.01%
+81
1444
$1K ﹤0.01%
10
-28
1445
$1K ﹤0.01%
+83
1446
$1K ﹤0.01%
+1
1447
$1K ﹤0.01%
15
-45
1448
$1K ﹤0.01%
+26
1449
$1K ﹤0.01%
47
-38
1450
$1K ﹤0.01%
21
-279
56 57
58
59 60