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
701
$12K ﹤0.01%
385
+24
702
$12K ﹤0.01%
159
703
$12K ﹤0.01%
36
+2
704
$12K ﹤0.01%
497
+118
705
$12K ﹤0.01%
57
-42
706
$11K ﹤0.01%
183
+31
707
$11K ﹤0.01%
139
708
$11K ﹤0.01%
100
+45
709
$11K ﹤0.01%
102
+17
710
$11K ﹤0.01%
171
-225
711
$11K ﹤0.01%
356
+44
712
$11K ﹤0.01%
140
+4
713
$11K ﹤0.01%
688
+372
714
$11K ﹤0.01%
262
+130
715
$11K ﹤0.01%
165
716
$11K ﹤0.01%
362
-3
717
$11K ﹤0.01%
33
718
$11K ﹤0.01%
490
719
$11K ﹤0.01%
34
+22
720
$11K ﹤0.01%
68
+12
721
$10K ﹤0.01%
258
+160
722
$10K ﹤0.01%
50
+6
723
$10K ﹤0.01%
312
724
$10K ﹤0.01%
+212
725
$10K ﹤0.01%
172
+151
27 28
29
30 31