MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
51
$907K 0.53%
30,247
+16,057
52
$906K 0.53%
9,166
+5,158
53
$883K 0.52%
9,010
+4,421
54
$867K 0.51%
34,175
+29,250
55
$859K 0.5%
35,895
+12,253
56
$858K 0.5%
34,125
+24,200
57
$856K 0.5%
35,808
+25,928
58
$851K 0.5%
33,025
+26,850
59
$835K 0.49%
26,802
+16,519
60
$834K 0.49%
23,013
+5,293
61
$825K 0.48%
3,263
+2,009
62
$816K 0.48%
11,513
+6,761
63
$795K 0.46%
33,325
+26,150
64
$785K 0.46%
30,950
+25,175
65
$785K 0.46%
30,025
+18,850
66
$739K 0.43%
7,532
+4,354
67
$731K 0.43%
6,285
+75
68
$719K 0.42%
18,676
+11,742
69
$718K 0.42%
8,244
+4,922
70
$711K 0.42%
37,611
+22,140
71
$699K 0.41%
8,435
+5,189
72
$693K 0.41%
13,687
+8,987
73
$691K 0.4%
15,571
+10,353
74
$687K 0.4%
33,160
+16,740
75
$686K 0.4%
13,101
+1,661
1 2
3
4 5