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
1426
– –
-39
1427
– –
-236
1428
$0 ﹤0.01%
6
1429
$0 ﹤0.01%
+1
1430
– –
-300
1431
– –
-91
1432
– –
-20
1433
– –
-367
1434
– –
-26
1435
– –
-28
1436
– –
-36
1437
– –
-24
1438
– –
-72
1439
– –
-514
1440
– –
-18
1441
– –
-6
1442
– –
-3
1443
– –
-445
1444
– –
-130
1445
– –
-242
1446
– –
-70
1447
– –
-501
1448
– –
0
1449
$0 ﹤0.01%
14
1450
– –
-27
56 57
58
59 60