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
101
$6.78M 0.25%
72,880
+485
102
$6.72M 0.25%
27,820
-995
103
$6.58M 0.24%
25,907
+6,153
104
$6.57M 0.24%
95,735
+1,460
105
$6.46M 0.24%
46,038
+72
106
$6.45M 0.24%
23,725
-141
107
$6.39M 0.24%
107,169
-1,187
108
$6.36M 0.24%
33,738
+248
109
$6.33M 0.23%
160,446
+31,924
110
$5.93M 0.22%
51,188
+3,894
111
$5.91M 0.22%
33,020
+512
112
$5.82M 0.22%
41,331
-4
113
$5.66M 0.21%
53,515
-700
114
$5.64M 0.21%
23,094
-290
115
$5.52M 0.21%
114,996
-402
116
$5.43M 0.2%
86,798
+7,471
117
$5.4M 0.2%
39,506
-194
118
$5.38M 0.2%
12,987
+207
119
$5.31M 0.2%
13,871
-90
120
$5.15M 0.19%
77,350
+1,160
121
$5.09M 0.19%
24,433
-259
122
$5.08M 0.19%
28,736
+2,127
123
$5.07M 0.19%
129,829
+5,494
124
$4.96M 0.18%
48,243
+1,817
125
$4.94M 0.18%
53,228
-920
3 4
5
6 7