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
426
$86K ﹤0.01%
255
+5
427
$84K ﹤0.01%
1,424
+14
428
$83K ﹤0.01%
1,898
-60
429
$82K ﹤0.01%
1,856
-455
430
$82K ﹤0.01%
1,507
431
$81K ﹤0.01%
1,000
432
$81K ﹤0.01%
2,242
+2,002
433
$79K ﹤0.01%
3,933
+672
434
$79K ﹤0.01%
214
+58
435
$77K ﹤0.01%
842
+19
436
$74K ﹤0.01%
650
+10
437
$74K ﹤0.01%
700
438
$73K ﹤0.01%
245
+9
439
$73K ﹤0.01%
3,000
440
$73K ﹤0.01%
359
+132
441
$72K ﹤0.01%
386
442
$72K ﹤0.01%
544
+289
443
$72K ﹤0.01%
609
+5
444
$71K ﹤0.01%
1,546
+23
445
$71K ﹤0.01%
729
+18
446
$70K ﹤0.01%
967
+806
447
$69K ﹤0.01%
406
+25
448
$69K ﹤0.01%
105
-7
449
$69K ﹤0.01%
1,243
+91
450
$69K ﹤0.01%
466
16 17
18
19 20