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
551
$1.11K ﹤0.01%
+55
552
$1.07K ﹤0.01%
+31
553
$1.07K ﹤0.01%
150
-81
554
$1.07K ﹤0.01%
+129
555
$1.03K ﹤0.01%
+61
556
$1.03K ﹤0.01%
29
557
$1.03K ﹤0.01%
+58
558
$1.02K ﹤0.01%
+36
559
$1.01K ﹤0.01%
10
560
$1K ﹤0.01%
+28
561
$1K ﹤0.01%
+15
562
$1K ﹤0.01%
+67
563
$889 ﹤0.01%
+25
564
$795 ﹤0.01%
+259
565
$753 ﹤0.01%
+26
566
$696 ﹤0.01%
+357
567
$653 ﹤0.01%
+32
568
$620 ﹤0.01%
159
+136
569
$556 ﹤0.01%
+41
570
$542 ﹤0.01%
+25
571
$519 ﹤0.01%
+18
572
$470 ﹤0.01%
+56
573
$451 ﹤0.01%
5
+2
574
$361 ﹤0.01%
+77
575
$174 ﹤0.01%
+176
21 22
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