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
326
$10.3K 0.01%
+268
327
$10.3K 0.01%
+175
328
$10.3K 0.01%
149
-75
329
$10.2K 0.01%
149
-83
330
$10K 0.01%
95
+72
331
$10K 0.01%
+180
332
$9.91K 0.01%
100
-50
333
$9.84K 0.01%
175
334
$9.78K 0.01%
300
335
$9.75K 0.01%
180
+48
336
$9.67K 0.01%
18
337
$9.57K 0.01%
1,000
338
$9.55K 0.01%
+214
339
$9.51K 0.01%
581
-2,879
340
$9.33K 0.01%
100
-18
341
$9.17K 0.01%
115
+60
342
$9.17K 0.01%
116
343
$9.15K 0.01%
122
+95
344
$9.08K 0.01%
340
345
$9K 0.01%
45
346
$8.92K 0.01%
+377
347
$8.59K 0.01%
512
348
$8.53K 0.01%
+19,040
349
$8.45K ﹤0.01%
+76
350
$8.38K ﹤0.01%
333
12 13
14
15 16