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
526
$129K ﹤0.01%
1,735
+1,141
527
$129K ﹤0.01%
554
+49
528
$129K ﹤0.01%
2,230
+1,059
529
$129K ﹤0.01%
241
+16
530
$129K ﹤0.01%
3,436
+352
531
$127K ﹤0.01%
1,444
-104
532
$126K ﹤0.01%
1,276
+302
533
$125K ﹤0.01%
1,624
-100
534
$124K ﹤0.01%
656
-27
535
$124K ﹤0.01%
10,094
+9,929
536
$123K ﹤0.01%
4,391
+1,087
537
$121K ﹤0.01%
1,056
+163
538
$121K ﹤0.01%
1,641
+22
539
$120K ﹤0.01%
392
+36
540
$120K ﹤0.01%
2,263
+328
541
$118K ﹤0.01%
10,294
-2,703
542
$117K ﹤0.01%
767
543
$117K ﹤0.01%
764
-24
544
$116K ﹤0.01%
948
-216
545
$116K ﹤0.01%
2,924
+107
546
$115K ﹤0.01%
1,083
+107
547
$115K ﹤0.01%
6,901
+230
548
$115K ﹤0.01%
1,760
+782
549
$114K ﹤0.01%
279
-62
550
$114K ﹤0.01%
243
+125
20 21
22
23 24