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
276
$16.8K 0.01%
+206
277
$16.6K 0.01%
225
-25
278
$16.6K 0.01%
150
279
$16.5K 0.01%
300
280
$16.4K 0.01%
572
281
$16.3K 0.01%
164
+122
282
$16.1K 0.01%
311
+7
283
$16.1K 0.01%
825
284
$16K 0.01%
300
285
$15.9K 0.01%
+385
286
$15.8K 0.01%
180
287
$15.7K 0.01%
+300
288
$15.6K 0.01%
105
+49
289
$15.6K 0.01%
300
290
$15.6K 0.01%
193
+81
291
$15.4K 0.01%
250
+28
292
$15.3K 0.01%
303
+93
293
$15.1K 0.01%
250
294
$14.9K 0.01%
100
-100
295
$14.7K 0.01%
+130
296
$14.6K 0.01%
+1,000
297
$14.2K 0.01%
1,018
298
$14.2K 0.01%
250
299
$14K 0.01%
+444
300
$13.7K 0.01%
+920
10 11
12
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