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
551
$114K ﹤0.01%
433
+40
552
$114K ﹤0.01%
4,826
+32
553
$112K ﹤0.01%
43
-2
554
$112K ﹤0.01%
1,507
-225
555
$112K ﹤0.01%
2,134
+871
556
$112K ﹤0.01%
1,898
+524
557
$110K ﹤0.01%
668
+111
558
$110K ﹤0.01%
1,740
-1
559
$110K ﹤0.01%
1,722
-48
560
$109K ﹤0.01%
447
+124
561
$109K ﹤0.01%
312
+186
562
$109K ﹤0.01%
1,500
563
$108K ﹤0.01%
2,007
564
$108K ﹤0.01%
363
+62
565
$108K ﹤0.01%
263
-1
566
$107K ﹤0.01%
1,471
-199
567
$107K ﹤0.01%
2,565
568
$107K ﹤0.01%
773
-78
569
$107K ﹤0.01%
199
+22
570
$107K ﹤0.01%
5,232
+3,141
571
$106K ﹤0.01%
961
-242
572
$106K ﹤0.01%
2,154
-229
573
$106K ﹤0.01%
1,569
574
$106K ﹤0.01%
780
575
$106K ﹤0.01%
1,062
+174
21 22
23
24 25