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
376
$6.57K ﹤0.01%
1,080
377
$6.44K ﹤0.01%
+263
378
$6.33K ﹤0.01%
+108
379
$6.28K ﹤0.01%
94
380
$6.27K ﹤0.01%
79
381
$6.22K ﹤0.01%
227
382
$6.12K ﹤0.01%
84
383
$6.12K ﹤0.01%
+98
384
$6.09K ﹤0.01%
40
+15
385
$6.05K ﹤0.01%
89
386
$6K ﹤0.01%
410
387
$5.98K ﹤0.01%
+5
388
$5.96K ﹤0.01%
175
389
$5.94K ﹤0.01%
196
390
$5.88K ﹤0.01%
+108
391
$5.85K ﹤0.01%
100
+50
392
$5.81K ﹤0.01%
105
393
$5.75K ﹤0.01%
+128
394
$5.74K ﹤0.01%
66
-56
395
$5.74K ﹤0.01%
364
396
$5.72K ﹤0.01%
63
-59
397
$5.66K ﹤0.01%
100
398
$5.64K ﹤0.01%
+120
399
$5.62K ﹤0.01%
52
+23
400
$5.6K ﹤0.01%
225
14 15
16
17 18