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
1026
$3K ﹤0.01%
19
+4
1027
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1028
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6
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1030
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+50
1031
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11
-6
1033
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148
-33
1034
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1035
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1036
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1037
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50
1038
$3K ﹤0.01%
+70
1039
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486
1040
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62
1041
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17
+9
1042
$3K ﹤0.01%
4
+1
1043
$2K ﹤0.01%
127
+76
1044
$2K ﹤0.01%
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1045
$2K ﹤0.01%
11
1046
$2K ﹤0.01%
12
1047
$2K ﹤0.01%
+97
1048
$2K ﹤0.01%
84
1049
$2K ﹤0.01%
21
+8
1050
$2K ﹤0.01%
16
40 41
42
43 44