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
301
$13.2K 0.01%
+200
302
$13.1K 0.01%
200
303
$13.1K 0.01%
+195
304
$13K 0.01%
200
305
$12.7K 0.01%
+226
306
$12.6K 0.01%
117
+64
307
$12.5K 0.01%
100
308
$12.2K 0.01%
+672
309
$12.2K 0.01%
+224
310
$12.2K 0.01%
+241
311
$11.9K 0.01%
200
+154
312
$11.8K 0.01%
139
+20
313
$11.8K 0.01%
160
+96
314
$11.8K 0.01%
+275
315
$10.9K 0.01%
185
-1,345
316
$10.9K 0.01%
120
317
$10.9K 0.01%
+322
318
$10.8K 0.01%
190
+66
319
$10.8K 0.01%
+156
320
$10.8K 0.01%
250
321
$10.7K 0.01%
200
322
$10.6K 0.01%
538
323
$10.5K 0.01%
500
324
$10.4K 0.01%
500
325
$10.3K 0.01%
122
+44
11 12
13
14 15