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
326
$471K 0.01%
17,751
-8,791
327
$460K 0.01%
8,269
+1,355
328
$460K 0.01%
7,247
-122
329
$452K 0.01%
7,874
-354
330
$446K 0.01%
8,565
331
$445K 0.01%
1,665
+402
332
$444K 0.01%
1,387
+20
333
$442K 0.01%
2,372
+401
334
$437K 0.01%
2,842
+436
335
$437K 0.01%
625
-26
336
$436K 0.01%
3,538
-491
337
$434K 0.01%
2,675
+103
338
$433K 0.01%
483
-111
339
$431K 0.01%
1,059
+67
340
$426K 0.01%
1,786
+12
341
$424K 0.01%
2,314
-195
342
$423K 0.01%
114
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343
$422K 0.01%
964
+13
344
$421K 0.01%
1,343
+192
345
$420K 0.01%
8,092
-310
346
$418K 0.01%
4,089
+732
347
$415K 0.01%
1,066
-96
348
$411K 0.01%
8,888
-1,143
349
$411K 0.01%
3,047
+217
350
$406K 0.01%
4,979
+238
12 13
14
15 16