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
401
$107K ﹤0.01%
1,470
+169
402
$106K ﹤0.01%
513
-79
403
$103K ﹤0.01%
1,851
+37
404
$102K ﹤0.01%
+825
405
$101K ﹤0.01%
1,091
+12
406
$98K ﹤0.01%
1,718
-121
407
$97K ﹤0.01%
4,211
-654
408
$96K ﹤0.01%
829
-73
409
$96K ﹤0.01%
1,813
+152
410
$96K ﹤0.01%
253
+101
411
$94K ﹤0.01%
2,589
412
$93K ﹤0.01%
1,400
+64
413
$92K ﹤0.01%
567
-100
414
$91K ﹤0.01%
569
+134
415
$91K ﹤0.01%
1,056
+379
416
$90K ﹤0.01%
1,612
+878
417
$90K ﹤0.01%
1,321
+1,198
418
$88K ﹤0.01%
4,601
+198
419
$88K ﹤0.01%
2,500
420
$88K ﹤0.01%
2,250
421
$87K ﹤0.01%
355
+37
422
$87K ﹤0.01%
1,673
-76
423
$86K ﹤0.01%
488
+7
424
$86K ﹤0.01%
1,456
-435
425
$86K ﹤0.01%
4,200
+1,200