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
176
$2.33M 0.09%
5,948
-1
177
$2.3M 0.09%
38,517
-353
178
$2.29M 0.09%
+46,534
179
$2.22M 0.08%
19,292
+2,985
180
$2.21M 0.08%
28,546
+83
181
$2.21M 0.08%
11,836
+3,165
182
$2.13M 0.08%
7,581
+34
183
$2.13M 0.08%
48,911
+12,027
184
$2.11M 0.08%
+44,422
185
$2.09M 0.08%
90,455
+2,212
186
$2.09M 0.08%
3,472
+212
187
$2.08M 0.08%
11,602
-722
188
$2.07M 0.08%
30,897
-734
189
$2.02M 0.08%
17,422
+5,386
190
$1.93M 0.07%
3,054
+3,034
191
$1.91M 0.07%
17,252
-808
192
$1.91M 0.07%
9,702
+317
193
$1.83M 0.07%
70,163
+5,732
194
$1.81M 0.07%
10,461
+909
195
$1.81M 0.07%
11,546
+482
196
$1.79M 0.07%
3,852
-223
197
$1.78M 0.07%
33,107
+7,821
198
$1.75M 0.06%
17,171
+17,127
199
$1.73M 0.06%
33,646
+3,712
200
$1.73M 0.06%
12,812
-5,930
6 7
8
9 10