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
101
$356K 0.21%
13,074
+2,378
102
$351K 0.21%
+9,926
103
$340K 0.2%
6,620
+2,214
104
$337K 0.2%
13,224
+834
105
$332K 0.19%
18,240
-3,480
106
$323K 0.19%
4,542
+699
107
$321K 0.19%
3,297
+330
108
$318K 0.19%
5,171
+1,069
109
$309K 0.18%
3,743
+548
110
$307K 0.18%
6,462
+2,925
111
$307K 0.18%
7,157
+1,025
112
$303K 0.18%
3,485
+765
113
$291K 0.17%
1,579
+680
114
$286K 0.17%
28,890
+14,100
115
$284K 0.17%
4,871
+2,315
116
$283K 0.17%
3,165
+630
117
$271K 0.16%
10,575
+4,125
118
$268K 0.16%
1,915
+1,035
119
$248K 0.15%
8,034
120
$236K 0.14%
2,665
+464
121
$231K 0.13%
6,161
+2,449
122
$215K 0.13%
3,166
-211
123
$214K 0.12%
8,475
+2,475
124
$201K 0.12%
2,698
+1,389
125
$197K 0.12%
4,675
+1,015
3 4
5
6 7