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
551
$29K ﹤0.01%
388
+103
552
$28K ﹤0.01%
+1,061
553
$28K ﹤0.01%
135
+83
554
$28K ﹤0.01%
187
-40
555
$28K ﹤0.01%
275
+13
556
$28K ﹤0.01%
108
+5
557
$27K ﹤0.01%
325
+237
558
$27K ﹤0.01%
1,800
559
$27K ﹤0.01%
827
+71
560
$27K ﹤0.01%
1,371
+78
561
$27K ﹤0.01%
677
+610
562
$27K ﹤0.01%
347
+261
563
$26K ﹤0.01%
298
+34
564
$26K ﹤0.01%
807
+224
565
$26K ﹤0.01%
150
+7
566
$26K ﹤0.01%
164
-1
567
$26K ﹤0.01%
151
-2,500
568
$26K ﹤0.01%
247
569
$25K ﹤0.01%
200
570
$25K ﹤0.01%
608
+164
571
$25K ﹤0.01%
211
+146
572
$25K ﹤0.01%
165
+21
573
$24K ﹤0.01%
303
-3
574
$24K ﹤0.01%
603
-209
575
$24K ﹤0.01%
52
+6
21 22
23
24 25