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
526
$1.6K ﹤0.01%
84
-303
527
$1.57K ﹤0.01%
+51
528
$1.56K ﹤0.01%
+31
529
$1.56K ﹤0.01%
+29
530
$1.51K ﹤0.01%
+40
531
$1.44K ﹤0.01%
+60
532
$1.43K ﹤0.01%
+30
533
$1.39K ﹤0.01%
+38
534
$1.36K ﹤0.01%
12
535
$1.31K ﹤0.01%
24
536
$1.3K ﹤0.01%
+47
537
$1.27K ﹤0.01%
+160
538
$1.23K ﹤0.01%
+40
539
$1.19K ﹤0.01%
28
540
$1.19K ﹤0.01%
+81
541
$1.19K ﹤0.01%
+44
542
$1.19K ﹤0.01%
231
543
$1.18K ﹤0.01%
20
544
$1.18K ﹤0.01%
+140
545
$1.16K ﹤0.01%
+44
546
$1.15K ﹤0.01%
44
-12
547
$1.15K ﹤0.01%
+34
548
$1.14K ﹤0.01%
+25
549
$1.13K ﹤0.01%
+33
550
$1.12K ﹤0.01%
+130
20 21
22
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