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
501
$147K ﹤0.01%
299
-39
502
$146K ﹤0.01%
5,698
+572
503
$146K ﹤0.01%
4,355
-106
504
$146K ﹤0.01%
815
+281
505
$144K ﹤0.01%
999
-33
506
$144K ﹤0.01%
836
+21
507
$144K ﹤0.01%
2,108
+84
508
$142K ﹤0.01%
589
+27
509
$141K ﹤0.01%
2,423
+97
510
$140K ﹤0.01%
3,185
+5
511
$140K ﹤0.01%
2,650
+692
512
$139K ﹤0.01%
1,483
+53
513
$139K ﹤0.01%
2,560
+468
514
$139K ﹤0.01%
2,167
+529
515
$137K ﹤0.01%
2,661
-150
516
$137K ﹤0.01%
527
-56
517
$136K ﹤0.01%
1,738
-19,921
518
$136K ﹤0.01%
4,167
+636
519
$136K ﹤0.01%
1,227
+120
520
$135K ﹤0.01%
1,062
+88
521
$134K ﹤0.01%
3,129
+2,105
522
$134K ﹤0.01%
1,272
-400
523
$132K ﹤0.01%
1,030
+262
524
$131K ﹤0.01%
2,524
+725
525
$130K ﹤0.01%
1,945
-466
19 20
21
22 23