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
351
$8K ﹤0.01%
+174
352
$7.96K ﹤0.01%
+1,274
353
$7.95K ﹤0.01%
60
354
$7.94K ﹤0.01%
+2
355
$7.83K ﹤0.01%
297
356
$7.82K ﹤0.01%
172
357
$7.8K ﹤0.01%
77
358
$7.68K ﹤0.01%
352
+154
359
$7.51K ﹤0.01%
84
-14
360
$7.5K ﹤0.01%
163
361
$7.5K ﹤0.01%
+208
362
$7.34K ﹤0.01%
250
-500
363
$7.31K ﹤0.01%
+498
364
$7.31K ﹤0.01%
100
365
$7.27K ﹤0.01%
197
366
$7.24K ﹤0.01%
196
+76
367
$7.18K ﹤0.01%
153
+9
368
$7.16K ﹤0.01%
+284
369
$7.14K ﹤0.01%
1,000
370
$7.03K ﹤0.01%
+62
371
$6.99K ﹤0.01%
112
+71
372
$6.98K ﹤0.01%
105
-1,330
373
$6.86K ﹤0.01%
+55
374
$6.86K ﹤0.01%
211
375
$6.82K ﹤0.01%
+57
13 14
15
16 17