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
326
$281K 0.01%
2,051
-25
327
$277K 0.01%
18,487
-29,226
328
$276K 0.01%
4,017
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329
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12,170
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330
$263K 0.01%
1,272
+354
331
$261K 0.01%
3,225
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332
$256K 0.01%
9,857
333
$253K 0.01%
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334
$251K 0.01%
6,253
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335
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703
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336
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1,412
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337
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338
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339
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5,170
-244
340
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341
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1,145
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318
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345
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5,189
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346
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489
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347
$187K 0.01%
1,078
-31
348
$185K 0.01%
1,600
349
$180K 0.01%
521
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350
$173K 0.01%
1,029
-447
12 13
14
15 16