MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
51
$12.8M 0.48%
54,559
+3,957
52
$12.7M 0.47%
123,493
+3,205
53
$12.7M 0.47%
65,707
+4,246
54
$12.6M 0.47%
212,890
+18,359
55
$12.3M 0.46%
141,817
+8,955
56
$11.9M 0.44%
71,197
-267
57
$11.8M 0.44%
32,723
-566
58
$11.7M 0.43%
44,765
+2,260
59
$11.6M 0.43%
22,441
+2,208
60
$11.5M 0.43%
88,581
+4,448
61
$11.4M 0.42%
201,302
+15,896
62
$11.1M 0.41%
43,752
+1,500
63
$11.1M 0.41%
229,506
+14,676
64
$10.9M 0.41%
239,914
+10,773
65
$10.9M 0.4%
105,051
+2,315
66
$10.8M 0.4%
125,476
+12,692
67
$10.8M 0.4%
103,603
+8,763
68
$10.7M 0.4%
18,776
+138
69
$10.6M 0.39%
41,006
-3,964
70
$10.4M 0.39%
39,169
+1,576
71
$10.4M 0.39%
55,180
+5,596
72
$10.4M 0.39%
76,181
-738
73
$10.2M 0.38%
30,055
+978
74
$10.1M 0.38%
235,493
+10,257
75
$9.72M 0.36%
126,809
-527
1 2
3
4 5