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
151
$145K 0.08%
2,684
+1,564
152
$141K 0.08%
2,735
+1,625
153
$140K 0.08%
3,001
+1,466
154
$140K 0.08%
4,100
+2,325
155
$134K 0.08%
4,310
+2,475
156
$131K 0.08%
1,914
+999
157
$131K 0.08%
3,200
-219
158
$130K 0.08%
1,336
+193
159
$129K 0.08%
4,180
+2,490
160
$120K 0.07%
3,650
+2,105
161
$120K 0.07%
5,250
162
$119K 0.07%
1,101
+505
163
$115K 0.07%
745
+485
164
$112K 0.07%
2,792
+1,792
165
$110K 0.06%
654
166
$110K 0.06%
8,949
+5,379
167
$105K 0.06%
2,869
+469
168
$103K 0.06%
1,325
169
$102K 0.06%
1,765
170
$101K 0.06%
1,102
+721
171
$98.6K 0.06%
2,679
-373
172
$95.8K 0.06%
3,800
173
$95.7K 0.06%
+1,300
174
$94.8K 0.06%
4,836
-102
175
$94.7K 0.06%
1,673
+1,233
5 6
7
8 9