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
1201
$1K ﹤0.01%
+14
1202
$1K ﹤0.01%
143
-195
1203
$1K ﹤0.01%
+25
1204
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+36
1205
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+7
1206
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15
1207
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+17
1208
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+17
1209
$1K ﹤0.01%
+3
1210
$1K ﹤0.01%
27
1211
$1K ﹤0.01%
24
1212
$1K ﹤0.01%
+8
1213
$1K ﹤0.01%
10
-2
1214
$1K ﹤0.01%
11
1215
$1K ﹤0.01%
39
1216
$1K ﹤0.01%
+19
1217
$1K ﹤0.01%
16
-51
1218
$1K ﹤0.01%
+26
1219
$1K ﹤0.01%
+55
1220
$1K ﹤0.01%
+1
1221
$1K ﹤0.01%
+5
1222
$1K ﹤0.01%
28
1223
$1K ﹤0.01%
+12
1224
$1K ﹤0.01%
+36
1225
$1K ﹤0.01%
+15
47 48
49
50 51