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
+$8.54M
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
1501
– –
-2
1502
– –
-67
1503
– –
-42
1504
– –
-2,135
1505
– –
-22
1506
– –
-197
1507
– –
-11
1508
– –
-250
1509
– –
-131
1510
$0 ﹤0.01%
1
-5
1511
$0 ﹤0.01%
1
1512
$0 ﹤0.01%
+8
1513
– –
-49
1514
– –
-263
1515
$0 ﹤0.01%
4
1516
$0 ﹤0.01%
+3
1517
$0 ﹤0.01%
+36
1518
$0 ﹤0.01%
+30
1519
$0 ﹤0.01%
+9
1520
$0 ﹤0.01%
107
-2,298
1521
– –
-58
1522
$0 ﹤0.01%
+10
1523
$0 ﹤0.01%
+3
1524
– –
-7
1525
– –
-23
59 60
61
62 63