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
401
$5.53K ﹤0.01%
100
402
$5.51K ﹤0.01%
70
403
$5.51K ﹤0.01%
+95
404
$5.42K ﹤0.01%
+170
405
$5.38K ﹤0.01%
42
406
$5.18K ﹤0.01%
+450
407
$5.07K ﹤0.01%
41
-459
408
$5.03K ﹤0.01%
153
+53
409
$4.97K ﹤0.01%
148
410
$4.95K ﹤0.01%
447
+194
411
$4.93K ﹤0.01%
64
412
$4.91K ﹤0.01%
+330
413
$4.84K ﹤0.01%
+46
414
$4.63K ﹤0.01%
70
415
$4.61K ﹤0.01%
+112
416
$4.61K ﹤0.01%
+680
417
$4.6K ﹤0.01%
247
418
$4.59K ﹤0.01%
+111
419
$4.59K ﹤0.01%
123
+54
420
$4.54K ﹤0.01%
+104
421
$4.41K ﹤0.01%
177
422
$4.36K ﹤0.01%
+411
423
$4.29K ﹤0.01%
77
424
$4.25K ﹤0.01%
50
-47
425
$4.24K ﹤0.01%
74
15 16
17
18 19