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
26
$1.63M 0.95%
39,805
+12,093
27
$1.58M 0.93%
5,037
+1,449
28
$1.49M 0.87%
13,707
+4,552
29
$1.48M 0.87%
18,138
+11,167
30
$1.47M 0.86%
22,728
+9,263
31
$1.45M 0.85%
18,353
+7,674
32
$1.44M 0.84%
18,840
+7,571
33
$1.36M 0.8%
18,155
+7,036
34
$1.36M 0.8%
23,374
+9,435
35
$1.36M 0.79%
18,328
+6,073
36
$1.32M 0.77%
56,946
+21,342
37
$1.32M 0.77%
14,693
+4,846
38
$1.22M 0.72%
40,139
+4,150
39
$1.16M 0.68%
25,550
+7,435
40
$1.16M 0.68%
42,542
+13,034
41
$1.15M 0.67%
43,300
+32,200
42
$1.13M 0.66%
47,392
+26,160
43
$1.01M 0.59%
39,425
+25,700
44
$1M 0.59%
37,550
+26,725
45
$996K 0.58%
11,203
+6,450
46
$976K 0.57%
3,192
+1,957
47
$951K 0.56%
11,805
+2,272
48
$929K 0.54%
40,925
+29,450
49
$917K 0.54%
34,632
+13,625
50
$909K 0.53%
15,082
+8,056
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