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
$171M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.11M
3
+$2.63M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.27M
5
MA icon
Mastercard
MA
+$1.25M

Top Sells

1
+$301K
2
+$171K
3
+$88.4K
4
TAP icon
Molson Coors Class B
TAP
+$79.2K
5
TFC icon
Truist Financial
TFC
+$63.3K

Sector Composition

1 Financials 11.76%
2 Industrials 8.44%
3 Healthcare 7.6%
4 Technology 7.16%
5 Energy 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.3K 0.02%
+278
227
$33.7K 0.02%
1,231
+302
228
$33.3K 0.02%
630
-10
229
$33.2K 0.02%
7,364
230
$33.1K 0.02%
1,298
231
$32.8K 0.02%
565
232
$32.1K 0.02%
236
233
$29.7K 0.02%
569
+471
234
$29.6K 0.02%
2,400
235
$29.3K 0.02%
+464
236
$29.3K 0.02%
+629
237
$29.1K 0.02%
841
-50
238
$28.8K 0.02%
154
+92
239
$28K 0.02%
462
240
$27.9K 0.02%
1,339
+1,281
241
$27.7K 0.02%
582
+291
242
$27.4K 0.02%
335
+76
243
$26.9K 0.02%
218
+150
244
$26.7K 0.02%
277
-285
245
$26.7K 0.02%
308
-73
246
$26.3K 0.02%
351
+1
247
$26.1K 0.02%
+790
248
$25.7K 0.02%
600
249
$24.6K 0.01%
205
-24
250
$24.5K 0.01%
290
+57
8 9
10
11 12