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
376
$324K 0.01%
1,135
377
$323K 0.01%
2,023
+72
378
$320K 0.01%
3,993
-136
379
$317K 0.01%
+12,545
380
$316K 0.01%
3,449
+84
381
$315K 0.01%
2,432
+204
382
$308K 0.01%
1,028
+133
383
$303K 0.01%
2,102
384
$301K 0.01%
3,044
+79
385
$298K 0.01%
4,065
-713
386
$297K 0.01%
1,767
+62
387
$295K 0.01%
3,235
+338
388
$290K 0.01%
6,901
+241
389
$286K 0.01%
1,477
+306
390
$285K 0.01%
1,232
+38
391
$284K 0.01%
1,875
+464
392
$283K 0.01%
1,547
-141
393
$282K 0.01%
562
-30
394
$280K 0.01%
1,487
-22
395
$276K 0.01%
2,394
-117
396
$274K 0.01%
4,872
+1,726
397
$270K 0.01%
1,493
-108
398
$270K 0.01%
1,110
+587
399
$269K 0.01%
3,905
+221
400
$267K 0.01%
2,561
+78
14 15
16
17 18