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
1451
-70
1452
-47
1453
-294
1454
-74
1455
-75
1456
-99
1457
-430
1458
-5
1459
-220
1460
-100
1461
-28
1462
-60
1463
-53
1464
-73
1465
-29
1466
-25
1467
-1,525
1468
-9
1469
-90
1470
-173
1471
0
1472
-100
1473
-320
1474
-315
1475
-60