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
301
$445K 0.02%
13,489
-161
302
$442K 0.02%
5,163
+38
303
$442K 0.02%
3,432
-3,353
304
$440K 0.02%
18,991
-2,409
305
$432K 0.02%
7,280
+50
306
$429K 0.02%
16,517
-8,013
307
$419K 0.02%
3,640
-90
308
$416K 0.02%
16,133
-378
309
$415K 0.02%
6,238
-23,487
310
$403K 0.02%
8,515
+6,354
311
$401K 0.01%
5,925
-136
312
$391K 0.01%
4,945
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313
$390K 0.01%
1,706
-19
314
$380K 0.01%
3,453
-53
315
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3,455
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316
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3,806
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317
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1,640
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318
$358K 0.01%
3,954
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319
$343K 0.01%
28,238
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320
$336K 0.01%
9,100
321
$332K 0.01%
5,080
-120
322
$319K 0.01%
4,602
-104
323
$316K 0.01%
1,079
324
$292K 0.01%
5,049
325
$289K 0.01%
17,257
-1,045
11 12
13
14 15