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
576
$24K ﹤0.01%
+1,345
577
$24K ﹤0.01%
113
+14
578
$24K ﹤0.01%
72
+3
579
$23K ﹤0.01%
408
-377
580
$23K ﹤0.01%
1,000
581
$23K ﹤0.01%
547
-584
582
$23K ﹤0.01%
35
-4
583
$23K ﹤0.01%
+289
584
$23K ﹤0.01%
1,258
585
$22K ﹤0.01%
253
+104
586
$22K ﹤0.01%
33
+2
587
$22K ﹤0.01%
364
-82
588
$22K ﹤0.01%
206
-55
589
$22K ﹤0.01%
450
590
$22K ﹤0.01%
117
-81
591
$21K ﹤0.01%
775
-399
592
$21K ﹤0.01%
160
+12
593
$21K ﹤0.01%
94
-3
594
$21K ﹤0.01%
1,349
+114
595
$21K ﹤0.01%
354
+19
596
$21K ﹤0.01%
1,000
597
$21K ﹤0.01%
45
+22
598
$20K ﹤0.01%
279
+10
599
$20K ﹤0.01%
1,804
+1,025
600
$20K ﹤0.01%
+288
22 23
24
25 26