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
251
$24.2K 0.01%
1,185
+705
252
$23.9K 0.01%
+400
253
$23.8K 0.01%
20
+4
254
$23.6K 0.01%
225
255
$23.3K 0.01%
300
256
$22.8K 0.01%
+1,000
257
$22.7K 0.01%
500
258
$21.5K 0.01%
400
259
$21.4K 0.01%
131
+8
260
$21.2K 0.01%
+534
261
$21.1K 0.01%
391
+205
262
$20.6K 0.01%
487
263
$20.4K 0.01%
+356
264
$20.1K 0.01%
1,042
265
$20.1K 0.01%
300
-75
266
$19.8K 0.01%
+451
267
$18.8K 0.01%
457
-211
268
$18.5K 0.01%
495
+306
269
$18.3K 0.01%
+278
270
$18.3K 0.01%
+274
271
$17.7K 0.01%
+225
272
$17.7K 0.01%
1,000
273
$17.6K 0.01%
182
+16
274
$17.6K 0.01%
+155
275
$17K 0.01%
445
+4
9 10
11
12 13