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
426
$4.13K ﹤0.01%
132
427
$4.07K ﹤0.01%
22
428
$4.07K ﹤0.01%
113
429
$4.01K ﹤0.01%
+102
430
$3.98K ﹤0.01%
+30
431
$3.92K ﹤0.01%
60
-68
432
$3.91K ﹤0.01%
19
-50
433
$3.81K ﹤0.01%
35
-54
434
$3.74K ﹤0.01%
+330
435
$3.74K ﹤0.01%
30
-50
436
$3.67K ﹤0.01%
51
-61
437
$3.67K ﹤0.01%
+186
438
$3.66K ﹤0.01%
53
-100
439
$3.65K ﹤0.01%
94
-24
440
$3.61K ﹤0.01%
+50
441
$3.56K ﹤0.01%
+110
442
$3.52K ﹤0.01%
58
443
$3.51K ﹤0.01%
184
444
$3.42K ﹤0.01%
752
445
$3.35K ﹤0.01%
90
+41
446
$3.33K ﹤0.01%
35
447
$3.28K ﹤0.01%
44
448
$3.26K ﹤0.01%
+187
449
$3.25K ﹤0.01%
+40
450
$3.2K ﹤0.01%
+43
16 17
18
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