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
401
$266K 0.01%
4,712
-532
402
$263K 0.01%
3,803
+198
403
$263K 0.01%
1,518
+323
404
$261K 0.01%
690
+74
405
$257K 0.01%
720
-71
406
$257K 0.01%
2,260
-192
407
$249K 0.01%
872
408
$248K 0.01%
950
+99
409
$247K 0.01%
1,396
+588
410
$246K 0.01%
3,250
+1,204
411
$246K 0.01%
642
+156
412
$245K 0.01%
1,474
+264
413
$242K 0.01%
3,027
+158
414
$242K 0.01%
2,541
+525
415
$241K 0.01%
1,600
416
$238K 0.01%
1,701
+286
417
$237K 0.01%
1,841
+51
418
$232K 0.01%
2,891
+400
419
$231K 0.01%
1,437
+81
420
$225K 0.01%
9,600
-693
421
$225K 0.01%
2,627
+176
422
$225K 0.01%
2,671
+715
423
$224K 0.01%
910
+112
424
$222K 0.01%
1,563
+464
425
$220K 0.01%
6,907
-1,782
15 16
17
18 19