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
601
$20K ﹤0.01%
12
+3
602
$20K ﹤0.01%
47
+2
603
$20K ﹤0.01%
672
-484
604
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108
+3
605
$20K ﹤0.01%
9,300
606
$19K ﹤0.01%
64
-3
607
$19K ﹤0.01%
550
608
$19K ﹤0.01%
1,100
609
$19K ﹤0.01%
156
+65
610
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180
+80
611
$19K ﹤0.01%
210
612
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182
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613
$19K ﹤0.01%
792
614
$19K ﹤0.01%
242
-69
615
$19K ﹤0.01%
282
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616
$18K ﹤0.01%
4,824
617
$18K ﹤0.01%
250
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618
$18K ﹤0.01%
469
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619
$18K ﹤0.01%
31
620
$18K ﹤0.01%
160
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621
$18K ﹤0.01%
479
622
$17K ﹤0.01%
266
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623
$17K ﹤0.01%
798
+157
624
$17K ﹤0.01%
72
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625
$17K ﹤0.01%
58
+5
23 24
25
26 27