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
76
$9.44M 0.35%
44,043
+77
77
$9.42M 0.35%
97,542
+1,588
78
$9.22M 0.34%
42,263
+3,899
79
$9.08M 0.34%
36,173
+2,101
80
$9.04M 0.34%
19,031
+5,738
81
$9.01M 0.33%
88,472
+243
82
$8.99M 0.33%
166,734
-8,096
83
$8.99M 0.33%
189,671
-2,365
84
$8.7M 0.32%
58,551
+1,157
85
$8.51M 0.32%
258,008
+7,144
86
$8.47M 0.31%
23,830
-388
87
$8.38M 0.31%
57,729
-22
88
$8.3M 0.31%
37,308
+6,223
89
$8.2M 0.3%
88,421
+3,290
90
$8.18M 0.3%
15,791
+36
91
$8.16M 0.3%
35,277
+520
92
$8.12M 0.3%
28,817
-187
93
$8.06M 0.3%
53,643
+344
94
$7.83M 0.29%
31,066
+1,261
95
$7.78M 0.29%
50,249
+6,741
96
$7.3M 0.27%
138,245
+21,676
97
$7.29M 0.27%
129,805
+3,242
98
$7.14M 0.27%
90,899
-1,710
99
$7.12M 0.26%
95,385
+10,627
100
$7M 0.26%
34,491
+1,084
2 3
4
5 6