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
$2.69B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,550
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.37M
3
+$4.35M
4
TSLA icon
Tesla
TSLA
+$3.48M
5
NVDA icon
NVIDIA
NVDA
+$3.29M

Top Sells

1
+$5.1M
2
+$3.23M
3
+$2.84M
4
MBB icon
iShares MBS ETF
MBB
+$1.63M
5
ATVI
Activision Blizzard
ATVI
+$1.56M

Sector Composition

1 Technology 17.17%
2 Financials 10.36%
3 Healthcare 9.38%
4 Consumer Discretionary 8.92%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.21M 0.04%
4,769
-218
227
$1.19M 0.04%
14,091
+168
228
$1.18M 0.04%
24,669
-607
229
$1.17M 0.04%
21,379
+14,444
230
$1.16M 0.04%
46,405
-33,980
231
$1.15M 0.04%
27,313
+27,113
232
$1.14M 0.04%
15,912
-498
233
$1.11M 0.04%
7,525
-308
234
$1.09M 0.04%
15,591
-330
235
$1.07M 0.04%
3,037
-203
236
$1.05M 0.04%
3,024
+124
237
$1.02M 0.04%
16,094
-623
238
$1.01M 0.04%
10,844
-318
239
$983K 0.04%
3,983
+260
240
$970K 0.04%
+8,526
241
$959K 0.04%
11,245
242
$957K 0.04%
25,441
+22,232
243
$951K 0.04%
3,127
+142
244
$951K 0.04%
15,246
-1,336
245
$947K 0.04%
5,932
+1,401
246
$922K 0.03%
6,895
-329
247
$918K 0.03%
33,704
+7,771
248
$904K 0.03%
15,249
-7,417
249
$898K 0.03%
5,387
+290
250
$882K 0.03%
76,035
8 9
10
11 12