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
126
$192K 0.11%
2,396
+188
127
$191K 0.11%
321
+160
128
$187K 0.11%
2,747
+637
129
$187K 0.11%
7,755
+3,791
130
$187K 0.11%
+7,400
131
$185K 0.11%
2,905
+379
132
$184K 0.11%
3,278
+872
133
$184K 0.11%
5,324
+3,200
134
$183K 0.11%
6,650
-200
135
$181K 0.11%
3,453
+1,578
136
$179K 0.1%
1,624
+750
137
$178K 0.1%
2,143
+994
138
$174K 0.1%
2,955
+1,490
139
$171K 0.1%
1,240
+850
140
$171K 0.1%
1,600
+840
141
$170K 0.1%
1,430
+750
142
$170K 0.1%
1,820
+355
143
$168K 0.1%
3,418
+235
144
$162K 0.1%
2,039
+1,014
145
$161K 0.09%
2,188
-14
146
$154K 0.09%
2,214
+1,330
147
$153K 0.09%
1,916
+1,011
148
$147K 0.09%
4,173
+1,880
149
$146K 0.09%
8,700
+4,940
150
$145K 0.09%
855
+495
4 5
6
7 8