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
251
$918K 0.02%
7,431
252
$916K 0.02%
1,952
+163
253
$916K 0.02%
2,757
-274
254
$915K 0.02%
2,622
-366
255
$900K 0.02%
4,117
+190
256
$897K 0.02%
4,625
+40
257
$896K 0.02%
2,904
-14
258
$893K 0.02%
4,361
-21
259
$863K 0.02%
36,225
-2,350
260
$857K 0.02%
30,970
+2,361
261
$856K 0.02%
7,723
+117
262
$855K 0.02%
2,116
-118
263
$850K 0.02%
20,485
-1,425
264
$845K 0.02%
4,353
+103
265
$840K 0.02%
6,111
+19
266
$836K 0.02%
3,990
-88
267
$826K 0.02%
5,821
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268
$817K 0.02%
8,528
-59
269
$808K 0.02%
1,794
-17
270
$803K 0.02%
20,497
+385
271
$797K 0.02%
17,254
-814
272
$780K 0.02%
1,475
+66
273
$780K 0.02%
70,093
+9,274
274
$779K 0.02%
8,108
-278
275
$775K 0.02%
1,404
+152
9 10
11
12 13