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
201
$1.7M 0.06%
14,950
+8
202
$1.68M 0.06%
4,516
+87
203
$1.64M 0.06%
53,039
-499
204
$1.64M 0.06%
9,991
-201
205
$1.63M 0.06%
14,541
+2,227
206
$1.61M 0.06%
9,722
-665
207
$1.56M 0.06%
23,741
-498
208
$1.55M 0.06%
13,147
+1,166
209
$1.55M 0.06%
23,226
+1,397
210
$1.53M 0.06%
56,874
+7,803
211
$1.52M 0.06%
5,492
+69
212
$1.51M 0.06%
14,369
+1,707
213
$1.51M 0.06%
55,576
+46,083
214
$1.45M 0.05%
19,010
+948
215
$1.42M 0.05%
105,185
-12,079
216
$1.37M 0.05%
26,803
+8,749
217
$1.37M 0.05%
26,724
+146
218
$1.34M 0.05%
13,104
-549
219
$1.34M 0.05%
34,832
+2,695
220
$1.33M 0.05%
17,143
+2,102
221
$1.29M 0.05%
21,424
-500
222
$1.27M 0.05%
27,313
+1,777
223
$1.27M 0.05%
24,491
+18,597
224
$1.23M 0.05%
3,685
-119
225
$1.23M 0.05%
3,581
+64
7 8
9
10 11