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
801
$7K ﹤0.01%
30
+6
802
$7K ﹤0.01%
71
+15
803
$7K ﹤0.01%
113
+96
804
$7K ﹤0.01%
300
+256
805
$7K ﹤0.01%
116
-600
806
$7K ﹤0.01%
525
+317
807
$7K ﹤0.01%
134
+60
808
$7K ﹤0.01%
43
+22
809
$7K ﹤0.01%
207
810
$7K ﹤0.01%
+514
811
$7K ﹤0.01%
+400
812
$7K ﹤0.01%
161
813
$7K ﹤0.01%
22
+3
814
$7K ﹤0.01%
137
815
$7K ﹤0.01%
60
+9
816
$7K ﹤0.01%
92
-397
817
$7K ﹤0.01%
111
-77
818
$7K ﹤0.01%
25
+3
819
$7K ﹤0.01%
464
820
$7K ﹤0.01%
25
821
$7K ﹤0.01%
117
+22
822
$7K ﹤0.01%
139
-36
823
$7K ﹤0.01%
70
824
$7K ﹤0.01%
104
+22
825
$7K ﹤0.01%
100
31 32
33
34 35