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
$3.75B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,554
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$5.18M
3
+$5.12M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.97M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.35M

Top Sells

1
+$6.96M
2
+$5.51M
3
+$4.44M
4
STZ icon
Constellation Brands
STZ
+$4.21M
5
NEM icon
Newmont
NEM
+$3.87M

Sector Composition

1 Technology 22.71%
2 Financials 11.35%
3 Consumer Discretionary 8%
4 Industrials 7.57%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25M 0.03%
27,072
-7,689
227
$1.25M 0.03%
4,047
-72
228
$1.24M 0.03%
23,531
+8,109
229
$1.24M 0.03%
42,762
+8,971
230
$1.22M 0.03%
11,706
-205
231
$1.21M 0.03%
16,181
-624
232
$1.14M 0.03%
2,695
-122
233
$1.14M 0.03%
13,772
+3,630
234
$1.13M 0.03%
2,798
+58
235
$1.12M 0.03%
15,428
+791
236
$1.11M 0.03%
47,306
+8,665
237
$1.07M 0.03%
17,385
+891
238
$1.06M 0.03%
18,109
-66,361
239
$1.04M 0.03%
8,232
+226
240
$1.03M 0.03%
17,892
-58
241
$1.02M 0.03%
7,864
-1,835
242
$1.02M 0.03%
9,991
-3,952
243
$1.01M 0.03%
30,183
-5,939
244
$1.01M 0.03%
38,025
+29,875
245
$1M 0.03%
10,906
+2,148
246
$964K 0.03%
44,410
+979
247
$936K 0.02%
8,875
+52
248
$930K 0.02%
8,749
+2,015
249
$923K 0.02%
2,718
-301
250
$922K 0.02%
5,846
-66
8 9
10
11 12