MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
26
$27.5M 1.02%
617,478
+56,678
27
$27.1M 1.01%
29,578
-598
28
$26.8M 1%
423,619
+21,944
29
$25.9M 0.96%
178,800
-20
30
$25.6M 0.95%
87,707
+2,173
31
$24.8M 0.92%
49,437
-662
32
$24.2M 0.9%
488,631
-6,665
33
$23.8M 0.88%
79,518
-1,900
34
$21.3M 0.79%
102,009
-13,612
35
$21.2M 0.79%
46,298
+1,810
36
$21M 0.78%
404,617
-62,149
37
$19.7M 0.73%
65,249
+664
38
$16.7M 0.62%
478,529
-146,605
39
$16M 0.6%
32,580
+1,846
40
$15.2M 0.56%
301,816
+28,662
41
$14.9M 0.55%
249,033
-3,582
42
$14.8M 0.55%
55,251
+289
43
$14.7M 0.55%
30,908
-1,347
44
$14.1M 0.52%
162,363
-4,845
45
$14M 0.52%
297,060
+12,900
46
$13.9M 0.52%
235,490
+52
47
$13.9M 0.51%
35,804
+328
48
$13.8M 0.51%
159,856
+11,239
49
$13.5M 0.5%
71,479
+9,350
50
$13.4M 0.5%
165,421
+6,368
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2
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