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
1
$125M 4.66%
706,089
-4,796
2
$114M 4.23%
338,343
-2,439
3
$90.5M 3.36%
1,598,135
-9,605
4
$79.3M 2.94%
1,007,386
+8,274
5
$70.7M 2.63%
277,544
+17,556
6
$61.6M 2.29%
369,340
+9,760
7
$53.5M 1.99%
369,120
+160
8
$45.6M 1.69%
397,976
-193
9
$45.1M 1.68%
284,996
+8,096
10
$42.8M 1.59%
103,241
+803
11
$42.1M 1.57%
257,674
+6,912
12
$38.7M 1.44%
1,314,390
+111,870
13
$38.1M 1.41%
328,160
+799
14
$36.7M 1.36%
718,487
+48,993
15
$35.3M 1.31%
202,938
+6,567
16
$34.7M 1.29%
203,002
+7,728
17
$31.1M 1.15%
54,827
+1,370
18
$31M 1.15%
366,128
+51,392
19
$30.9M 1.15%
46,292
+1,126
20
$30.2M 1.12%
139,390
+4,935
21
$30.1M 1.12%
257,043
+9,208
22
$29.5M 1.1%
217,845
+3,457
23
$28.8M 1.07%
85,676
+4,065
24
$28.3M 1.05%
241,542
+18,337
25
$28.1M 1.04%
104,706
+3,781
1
2 3 4 5