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
451
$68K ﹤0.01%
732
452
$68K ﹤0.01%
603
-107
453
$66K ﹤0.01%
508
-65
454
$66K ﹤0.01%
+2,290
455
$65K ﹤0.01%
294
-151
456
$65K ﹤0.01%
500
457
$65K ﹤0.01%
1,069
458
$64K ﹤0.01%
174
+92
459
$64K ﹤0.01%
1,311
+123
460
$64K ﹤0.01%
748
-42
461
$63K ﹤0.01%
170
+3
462
$62K ﹤0.01%
1,200
463
$61K ﹤0.01%
194
+185
464
$60K ﹤0.01%
580
-105
465
$60K ﹤0.01%
146
-88
466
$59K ﹤0.01%
707
+44
467
$59K ﹤0.01%
410
-41
468
$59K ﹤0.01%
426
-188
469
$58K ﹤0.01%
+385
470
$58K ﹤0.01%
294
+6
471
$58K ﹤0.01%
95
+2
472
$58K ﹤0.01%
529
-942
473
$57K ﹤0.01%
2,625
-942
474
$55K ﹤0.01%
+1,105
475
$55K ﹤0.01%
351
+322
17 18
19
20 21