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
451
$186K ﹤0.01%
2,508
-398
452
$184K ﹤0.01%
+465
453
$184K ﹤0.01%
3,252
+896
454
$183K ﹤0.01%
1,393
+26
455
$182K ﹤0.01%
1,714
+557
456
$182K ﹤0.01%
249
-21
457
$182K ﹤0.01%
1,110
+254
458
$180K ﹤0.01%
4,358
+597
459
$180K ﹤0.01%
2,206
+193
460
$179K ﹤0.01%
788
+222
461
$178K ﹤0.01%
2,235
+228
462
$177K ﹤0.01%
5,244
-992
463
$177K ﹤0.01%
614
-22
464
$177K ﹤0.01%
1,371
+350
465
$173K ﹤0.01%
1,100
+157
466
$172K ﹤0.01%
3,971
-48
467
$172K ﹤0.01%
717
+34
468
$172K ﹤0.01%
1,354
+60
469
$170K ﹤0.01%
15,699
+3,171
470
$170K ﹤0.01%
93
-9
471
$167K ﹤0.01%
4,120
-86
472
$166K ﹤0.01%
1,384
+823
473
$164K ﹤0.01%
1,636
-20,025
474
$163K ﹤0.01%
783
+52
475
$163K ﹤0.01%
523
+68
17 18
19
20 21