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
176
$91.1K 0.05%
816
-282
177
$89.2K 0.05%
3,900
+2,100
178
$86.7K 0.05%
1,505
+227
179
$83.9K 0.05%
1,202
+116
180
$83.2K 0.05%
1,073
181
$82.7K 0.05%
3,306
+1,922
182
$81.5K 0.05%
5,472
+4,380
183
$79.8K 0.05%
636
+172
184
$79.1K 0.05%
4,601
+362
185
$78K 0.05%
2,126
+646
186
$74K 0.04%
939
+282
187
$68K 0.04%
1,260
+644
188
$65.9K 0.04%
+2,750
189
$64.1K 0.04%
3,030
+1,530
190
$63.8K 0.04%
775
191
$63.3K 0.04%
560
+160
192
$61.8K 0.04%
+2,750
193
$60.9K 0.04%
+2,750
194
$60.3K 0.04%
1,262
+976
195
$59.1K 0.03%
900
-120
196
$58.2K 0.03%
+7,493
197
$57.8K 0.03%
875
+490
198
$56.7K 0.03%
562
+44
199
$56.5K 0.03%
871
200
$52.1K 0.03%
3,340
+1,140
6 7
8
9 10