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
476
$163K ﹤0.01%
1,274
+261
477
$162K ﹤0.01%
1,011
-61
478
$162K ﹤0.01%
1,167
+95
479
$161K ﹤0.01%
771
+141
480
$161K ﹤0.01%
2,000
-1,823
481
$160K ﹤0.01%
3,428
-4,412
482
$159K ﹤0.01%
4,376
+2,312
483
$159K ﹤0.01%
7,792
+2,106
484
$159K ﹤0.01%
3,224
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485
$158K ﹤0.01%
726
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486
$157K ﹤0.01%
1,958
-64
487
$157K ﹤0.01%
2,599
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488
$157K ﹤0.01%
871
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489
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$155K ﹤0.01%
132
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2,518
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$153K ﹤0.01%
4,640
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$152K ﹤0.01%
1,824
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494
$151K ﹤0.01%
262
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495
$150K ﹤0.01%
1,317
-2,828
496
$150K ﹤0.01%
262
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497
$149K ﹤0.01%
2,007
-45
498
$149K ﹤0.01%
3,895
+561
499
$148K ﹤0.01%
2,233
+18
500
$148K ﹤0.01%
423
+293