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
1101
$2K ﹤0.01%
10
1102
$2K ﹤0.01%
29
+13
1103
$2K ﹤0.01%
+10
1104
$2K ﹤0.01%
23
1105
$2K ﹤0.01%
+39
1106
$2K ﹤0.01%
52
1107
$2K ﹤0.01%
+48
1108
$2K ﹤0.01%
+45
1109
$2K ﹤0.01%
156
+66
1110
$2K ﹤0.01%
90
-114
1111
$2K ﹤0.01%
52
-2
1112
$2K ﹤0.01%
106
1113
$2K ﹤0.01%
14
1114
$2K ﹤0.01%
86
-87
1115
$2K ﹤0.01%
10
+3
1116
$2K ﹤0.01%
35
+20
1117
$2K ﹤0.01%
+92
1118
$2K ﹤0.01%
127
-3
1119
$2K ﹤0.01%
51
1120
$2K ﹤0.01%
79
1121
$2K ﹤0.01%
17
-4
1122
$2K ﹤0.01%
+90
1123
$2K ﹤0.01%
19
1124
$2K ﹤0.01%
+100
1125
$2K ﹤0.01%
51
43 44
45
46 47