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 +$4.4M
2 +$4.39M
3 +$4.23M
4
TSLA icon
Tesla
TSLA
+$3.31M
5
NVDA icon
NVIDIA
NVDA
+$3.08M

Top Sells

1 +$5.01M
2 +$3.24M
3 +$2.92M
4
RNG icon
RingCentral
RNG
+$1.7M
5
ATVI
Activision Blizzard
ATVI
+$1.61M

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
1401
-445
1402
-130
1403
-242
1404
-70
1405
-501
1406
0
1407
$0 ﹤0.01%
14
1408
-27
1409
$0 ﹤0.01%
+2
1410
$0 ﹤0.01%
19
1411
-9,703
1412
-370
1413
-29
1414
-12
1415
-5
1416
-80
1417
-90
1418
-24
1419
-40
1420
-14
1421
-350
1422
-25
1423
-60
1424
-644
1425
-40