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
1401
– –
-380
1402
$0 ﹤0.01%
+1
1403
– –
-7,284
1404
– –
-29
1405
$0 ﹤0.01%
4
1406
– –
-30
1407
– –
-31,143
1408
– –
-127
1409
– –
-43
1410
– –
-41
1411
– –
-57
1412
– –
-2
1413
$0 ﹤0.01%
2
1414
– –
-13
1415
– –
-190
1416
– –
-47
1417
– –
-450
1418
$0 ﹤0.01%
+1
1419
$0 ﹤0.01%
1
-77
1420
$0 ﹤0.01%
17
1421
– –
-40
1422
– –
-37
1423
– –
-263
1424
– –
-33
1425
– –
-54
55 56
57
58 59