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
301
$584K 0.02%
3,916
302
$576K 0.02%
111,035
303
$575K 0.02%
1,636
-114
304
$562K 0.02%
12,041
-15,415
305
$556K 0.01%
35,372
+6,519
306
$556K 0.01%
2,801
-321
307
$545K 0.01%
+21,437
308
$534K 0.01%
5,056
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309
$532K 0.01%
9,827
-304
310
$530K 0.01%
4,732
-40
311
$530K 0.01%
5,828
-137
312
$528K 0.01%
1,538
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313
$520K 0.01%
1,611
+244
314
$519K 0.01%
2,284
-700
315
$513K 0.01%
257
-31
316
$512K 0.01%
3,863
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317
$508K 0.01%
7,148
-171
318
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4,322
-22
319
$500K 0.01%
19,660
+19,525
320
$495K 0.01%
+19,539
321
$494K 0.01%
5,521
-217
322
$482K 0.01%
3,615
+392
323
$479K 0.01%
4,757
-98
324
$478K 0.01%
6,667
+299
325
$473K 0.01%
1,551
+750
11 12
13
14 15