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
501
$2.09K ﹤0.01%
+45
502
$2.06K ﹤0.01%
+55
503
$2.03K ﹤0.01%
+23
504
$2K ﹤0.01%
157
-39
505
$1.98K ﹤0.01%
+100
506
$1.98K ﹤0.01%
+33
507
$1.98K ﹤0.01%
+128
508
$1.97K ﹤0.01%
+28
509
$1.95K ﹤0.01%
+40
510
$1.95K ﹤0.01%
23
511
$1.95K ﹤0.01%
+45
512
$1.94K ﹤0.01%
20
513
$1.94K ﹤0.01%
+13
514
$1.93K ﹤0.01%
+60
515
$1.91K ﹤0.01%
+24
516
$1.88K ﹤0.01%
+62
517
$1.83K ﹤0.01%
+81
518
$1.8K ﹤0.01%
+34
519
$1.77K ﹤0.01%
35
520
$1.77K ﹤0.01%
+66
521
$1.75K ﹤0.01%
+69
522
$1.75K ﹤0.01%
+58
523
$1.74K ﹤0.01%
+120
524
$1.65K ﹤0.01%
+50
525
$1.64K ﹤0.01%
+151
19 20
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