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
726
$10K ﹤0.01%
268
-210
727
$10K ﹤0.01%
110
728
$10K ﹤0.01%
+237
729
$10K ﹤0.01%
86
730
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211
+176
731
$10K ﹤0.01%
+375
732
$10K ﹤0.01%
140
733
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236
+25
734
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+181
735
$9K ﹤0.01%
42
+4
736
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22
+2
737
$9K ﹤0.01%
57
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738
$9K ﹤0.01%
133
739
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114
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740
$9K ﹤0.01%
195
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741
$9K ﹤0.01%
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742
$9K ﹤0.01%
169
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743
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744
$9K ﹤0.01%
129
745
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200
746
$9K ﹤0.01%
71
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747
$9K ﹤0.01%
38
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748
$9K ﹤0.01%
+201
749
$9K ﹤0.01%
83
750
$9K ﹤0.01%
29
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28 29
30
31 32