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
251
$881K 0.03%
+7,522
252
$877K 0.03%
13,223
+871
253
$874K 0.03%
7,901
254
$867K 0.03%
9,945
-6,897
255
$845K 0.03%
44,874
256
$833K 0.03%
8,960
-1,510
257
$828K 0.03%
16,650
+40
258
$793K 0.03%
6,467
259
$788K 0.03%
51,071
+4,397
260
$775K 0.03%
5,768
+306
261
$759K 0.03%
2,622
-648
262
$747K 0.03%
13,545
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263
$741K 0.03%
30,493
-207
264
$737K 0.03%
11,747
-322
265
$718K 0.03%
16,767
-688
266
$711K 0.03%
4,090
267
$690K 0.03%
1,566
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268
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5,764
-73
269
$667K 0.02%
8,744
-31
270
$652K 0.02%
528
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271
$651K 0.02%
6,031
-2,005
272
$650K 0.02%
5,850
-1,200
273
$607K 0.02%
3,951
-42
274
$600K 0.02%
6,413
-152
275
$594K 0.02%
10,136
+8,580
9 10
11
12 13