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
501
$42K ﹤0.01%
679
-250
502
$42K ﹤0.01%
627
-72
503
$42K ﹤0.01%
936
-232
504
$41K ﹤0.01%
803
+84
505
$41K ﹤0.01%
49
+12
506
$41K ﹤0.01%
447
+7
507
$40K ﹤0.01%
227
+7
508
$40K ﹤0.01%
601
-296
509
$40K ﹤0.01%
1,067
510
$40K ﹤0.01%
93
+59
511
$39K ﹤0.01%
1,405
+1,205
512
$39K ﹤0.01%
546
513
$39K ﹤0.01%
265
514
$38K ﹤0.01%
430
515
$38K ﹤0.01%
309
-17
516
$38K ﹤0.01%
320
517
$37K ﹤0.01%
657
+382
518
$37K ﹤0.01%
1,500
519
$36K ﹤0.01%
1,000
-120
520
$36K ﹤0.01%
275
-25
521
$36K ﹤0.01%
114
522
$35K ﹤0.01%
1,000
523
$35K ﹤0.01%
152
-58
524
$35K ﹤0.01%
268
-8
525
$34K ﹤0.01%
205
+160
19 20
21
22 23