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
201
$51.5K 0.03%
435
+65
202
$50.3K 0.03%
800
203
$48.2K 0.03%
626
+100
204
$45.2K 0.03%
+1,425
205
$45.1K 0.03%
1,950
206
$45K 0.03%
1,346
207
$43.6K 0.03%
+366
208
$43.4K 0.03%
1,096
-25
209
$42.8K 0.03%
261
+64
210
$42.2K 0.02%
+2,200
211
$42.1K 0.02%
1,088
-740
212
$41.8K 0.02%
589
-26
213
$41.7K 0.02%
444
+98
214
$41.4K 0.02%
550
215
$39.4K 0.02%
346
+45
216
$39.3K 0.02%
2,000
217
$39K 0.02%
720
+318
218
$38.5K 0.02%
+792
219
$38.3K 0.02%
2,081
220
$37.4K 0.02%
1,600
221
$37.1K 0.02%
859
+480
222
$36.8K 0.02%
1,486
+946
223
$36.8K 0.02%
921
224
$35.3K 0.02%
600
-200
225
$34.6K 0.02%
185
7 8
9
10 11