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
476
$2.53K ﹤0.01%
73
-15
477
$2.49K ﹤0.01%
+114
478
$2.48K ﹤0.01%
+46
479
$2.44K ﹤0.01%
+50
480
$2.43K ﹤0.01%
+42
481
$2.4K ﹤0.01%
+52
482
$2.39K ﹤0.01%
+33
483
$2.38K ﹤0.01%
+58
484
$2.36K ﹤0.01%
29
485
$2.34K ﹤0.01%
+86
486
$2.34K ﹤0.01%
+24
487
$2.33K ﹤0.01%
+46
488
$2.31K ﹤0.01%
56
489
$2.28K ﹤0.01%
49
-28
490
$2.25K ﹤0.01%
+40
491
$2.22K ﹤0.01%
+10
492
$2.22K ﹤0.01%
+116
493
$2.21K ﹤0.01%
+46
494
$2.21K ﹤0.01%
+33
495
$2.2K ﹤0.01%
+31
496
$2.18K ﹤0.01%
+40
497
$2.17K ﹤0.01%
+74
498
$2.16K ﹤0.01%
+90
499
$2.13K ﹤0.01%
500
500
$2.12K ﹤0.01%
+64
18 19
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