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
1501
$0 ﹤0.01%
17
1502
$0 ﹤0.01%
1
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1503
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1504
-450
1505
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1506
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1507
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1508
$0 ﹤0.01%
2
1509
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1510
-57
1511
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1512
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1513
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1514
-31,143
1515
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1516
$0 ﹤0.01%
4
1517
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1518
-7,284
1519
$0 ﹤0.01%
+1
1520
-380
1521
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1522
-105
1523
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1524
$0 ﹤0.01%
2