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
426
$220K 0.01%
2,947
+457
427
$214K 0.01%
9,857
428
$213K 0.01%
1,604
-82
429
$213K 0.01%
8,717
+2,207
430
$213K 0.01%
3,692
+3,042
431
$212K 0.01%
1,285
+494
432
$210K 0.01%
1,777
+438
433
$210K 0.01%
1,414
+340
434
$207K 0.01%
854
+47
435
$205K 0.01%
831
+339
436
$204K 0.01%
1,031
-369
437
$200K 0.01%
2,639
+139
438
$199K 0.01%
264
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439
$195K 0.01%
832
+62
440
$195K 0.01%
364
-43
441
$195K 0.01%
893
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442
$193K 0.01%
1,425
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443
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1,108
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444
$192K 0.01%
2,455
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445
$190K 0.01%
4,382
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446
$189K 0.01%
6,580
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447
$188K 0.01%
2,938
+104
448
$188K 0.01%
1,425
-9
449
$187K 0.01%
1,415
+215
450
$186K 0.01%
8,883
+417
16 17
18
19 20