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
26
$33.7M 0.9%
50,866
+2,623
27
$33.7M 0.9%
181,339
-7,018
28
$32.9M 0.88%
694,264
-9,765
29
$31.4M 0.84%
287,210
+19,612
30
$31.3M 0.83%
205,088
+998
31
$30.9M 0.82%
369,596
+16,835
32
$30.2M 0.8%
513,904
+66,586
33
$29.1M 0.77%
100,298
+987
34
$29M 0.77%
219,682
+1,697
35
$28.3M 0.75%
314,267
-8,878
36
$27.8M 0.74%
71,951
-51
37
$27.3M 0.73%
305,984
+9,649
38
$27.1M 0.72%
68,562
-732
39
$26.2M 0.7%
97,403
+1,365
40
$23.4M 0.62%
113,580
+25,175
41
$23.2M 0.62%
117,426
+8,218
42
$23M 0.61%
59,158
+1,641
43
$22.2M 0.59%
95,513
-2,833
44
$22.2M 0.59%
128,862
-1,634
45
$21.6M 0.58%
3,737
-41
46
$21.5M 0.57%
53,144
+1,384
47
$21M 0.56%
484,342
+15,281
48
$20.8M 0.55%
299,846
+13,684
49
$20.4M 0.54%
19,421
-583
50
$20.1M 0.54%
824,418
-7,008
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