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
351
$399K 0.01%
4,094
-1,642
352
$398K 0.01%
383
+63
353
$391K 0.01%
22,830
+195
354
$391K 0.01%
257
+7
355
$389K 0.01%
5,461
-136
356
$388K 0.01%
7,916
-72
357
$380K 0.01%
1,596
+157
358
$374K 0.01%
846
-74
359
$373K 0.01%
728
+176
360
$368K 0.01%
7,436
+236
361
$363K 0.01%
2,639
-37
362
$362K 0.01%
+14,115
363
$359K 0.01%
1,451
-248
364
$357K 0.01%
15,929
+161
365
$352K 0.01%
2,156
-220
366
$349K 0.01%
422
+72
367
$349K 0.01%
1,309
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368
$346K 0.01%
3,432
+43
369
$346K 0.01%
451
-219
370
$343K 0.01%
2,580
+450
371
$339K 0.01%
11,536
+3,155
372
$339K 0.01%
7,716
+90
373
$338K 0.01%
5,351
+1,283
374
$338K 0.01%
6,859
-58,513
375
$327K 0.01%
4,744
+25
13 14
15
16 17