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
151
$3.56M 0.13%
15,522
+52
152
$3.49M 0.13%
36,088
+1,321
153
$3.47M 0.13%
16,644
+2,679
154
$3.43M 0.13%
191,692
+82,055
155
$3.22M 0.12%
10,998
+557
156
$3.19M 0.12%
17,420
+1,459
157
$3.16M 0.12%
69,499
-1,474
158
$3.05M 0.11%
18,895
+666
159
$3.05M 0.11%
27,918
-13,106
160
$3.04M 0.11%
15,146
+290
161
$2.94M 0.11%
22,752
+290
162
$2.91M 0.11%
38,745
-397
163
$2.9M 0.11%
32,593
-103
164
$2.83M 0.11%
30,784
+4,124
165
$2.75M 0.1%
15,894
+641
166
$2.67M 0.1%
51,628
-9,305
167
$2.67M 0.1%
16,969
+10,668
168
$2.66M 0.1%
42,895
-182
169
$2.64M 0.1%
53,806
+1,550
170
$2.59M 0.1%
11,476
-185
171
$2.53M 0.09%
43,143
+5,162
172
$2.51M 0.09%
26,399
+3,003
173
$2.49M 0.09%
45,861
+203
174
$2.38M 0.09%
114,603
+2,569
175
$2.35M 0.09%
10,460
+429
5 6
7
8 9