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
126
$4.81M 0.18%
54,901
+2,581
127
$4.74M 0.18%
65,721
+14,220
128
$4.71M 0.18%
77,006
+917
129
$4.69M 0.17%
77,647
+1,648
130
$4.67M 0.17%
50,143
+937
131
$4.59M 0.17%
22,990
+923
132
$4.53M 0.17%
17,497
+3,761
133
$4.52M 0.17%
10,346
+10,016
134
$4.51M 0.17%
117,328
-2,171
135
$4.48M 0.17%
33,030
+2,669
136
$4.46M 0.17%
63,447
+298
137
$4.3M 0.16%
43,796
+132
138
$4.28M 0.16%
39,497
+14,401
139
$4.24M 0.16%
37,702
-20
140
$4.2M 0.16%
6,475
+12
141
$4.2M 0.16%
46,378
-356
142
$4.18M 0.16%
51,662
-18,407
143
$4.16M 0.15%
11,802
+9,882
144
$4.09M 0.15%
8,677
-98
145
$4.03M 0.15%
19,467
+1,097
146
$3.86M 0.14%
1,609
+42
147
$3.75M 0.14%
117,193
+12,446
148
$3.69M 0.14%
79,158
+8,764
149
$3.68M 0.14%
198,179
-4,369
150
$3.68M 0.14%
75,306
-3,349
4 5
6
7 8