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
526
$34K ﹤0.01%
2,938
-662
527
$34K ﹤0.01%
208
-12
528
$34K ﹤0.01%
244
+118
529
$33K ﹤0.01%
442
+4
530
$33K ﹤0.01%
+1,759
531
$32K ﹤0.01%
605
+18
532
$32K ﹤0.01%
176
+124
533
$31K ﹤0.01%
609
-1,733
534
$31K ﹤0.01%
300
-75
535
$31K ﹤0.01%
110
+12
536
$31K ﹤0.01%
182
+7
537
$31K ﹤0.01%
+526
538
$31K ﹤0.01%
201
+36
539
$31K ﹤0.01%
187
+6
540
$30K ﹤0.01%
479
-370
541
$30K ﹤0.01%
317
542
$30K ﹤0.01%
134
+3
543
$30K ﹤0.01%
+1,588
544
$30K ﹤0.01%
+1,152
545
$30K ﹤0.01%
+452
546
$29K ﹤0.01%
116
-44
547
$29K ﹤0.01%
44
+15
548
$29K ﹤0.01%
117
-5
549
$29K ﹤0.01%
148
550
$29K ﹤0.01%
505
20 21
22
23 24