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
351
$169K 0.01%
527
352
$168K 0.01%
3,525
+20
353
$166K 0.01%
1,903
-1,023
354
$166K 0.01%
1,812
+261
355
$165K 0.01%
7,858
356
$164K 0.01%
1,885
-103
357
$158K 0.01%
2,630
358
$157K 0.01%
2,037
359
$156K 0.01%
1,130
+50
360
$155K 0.01%
1,856
-100
361
$155K 0.01%
900
+114
362
$151K 0.01%
1,995
-249
363
$150K 0.01%
2,664
364
$148K 0.01%
1,301
365
$146K 0.01%
1,667
-859
366
$146K 0.01%
4,585
367
$145K 0.01%
7,144
-218
368
$140K 0.01%
+5,435
369
$138K 0.01%
3,861
370
$138K 0.01%
947
+19
371
$136K 0.01%
944
+261
372
$134K 0.01%
2,654
-27,847
373
$134K 0.01%
4,163
374
$131K ﹤0.01%
3,750
+1,650
375
$131K ﹤0.01%
2,159
-378
13 14
15
16 17