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
276
$774K 0.02%
23,732
+925
277
$770K 0.02%
7,800
-1,467
278
$766K 0.02%
1,409
+153
279
$763K 0.02%
7,434
+356
280
$756K 0.02%
15,320
-638
281
$756K 0.02%
4,968
-76
282
$730K 0.02%
8,577
-429
283
$729K 0.02%
1
284
$722K 0.02%
29,747
-10,025
285
$716K 0.02%
16,633
-1,013
286
$704K 0.02%
5,898
-166
287
$701K 0.02%
13,472
+691
288
$687K 0.02%
+14,159
289
$681K 0.02%
14,986
-21,116
290
$673K 0.02%
2,523
+54
291
$670K 0.02%
13,704
+693
292
$665K 0.02%
836
+16
293
$661K 0.02%
1,205
+21
294
$659K 0.02%
6,133
-192
295
$638K 0.02%
2,491
+120
296
$632K 0.02%
863
+14
297
$619K 0.02%
9,185
-143
298
$596K 0.02%
6,536
+460
299
$586K 0.02%
+5,807
300
$586K 0.02%
8,163
-388
10 11
12
13 14