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
451
$3.19K ﹤0.01%
580
-700
452
$3.18K ﹤0.01%
18
+11
453
$3.13K ﹤0.01%
125
454
$3.11K ﹤0.01%
66
455
$3.09K ﹤0.01%
43
456
$3.06K ﹤0.01%
13
457
$3.05K ﹤0.01%
85
458
$3.02K ﹤0.01%
+50
459
$2.99K ﹤0.01%
24
-7
460
$2.98K ﹤0.01%
28
-45
461
$2.98K ﹤0.01%
24
462
$2.96K ﹤0.01%
16
+6
463
$2.92K ﹤0.01%
26
464
$2.91K ﹤0.01%
46
465
$2.91K ﹤0.01%
+92
466
$2.84K ﹤0.01%
94
467
$2.81K ﹤0.01%
77
468
$2.8K ﹤0.01%
26
469
$2.78K ﹤0.01%
+78
470
$2.66K ﹤0.01%
100
471
$2.62K ﹤0.01%
+114
472
$2.61K ﹤0.01%
25
473
$2.6K ﹤0.01%
48
-30
474
$2.58K ﹤0.01%
+38
475
$2.54K ﹤0.01%
65
+29
17 18
19
20 21