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
576
$105K ﹤0.01%
1,569
+569
577
$105K ﹤0.01%
1,871
-7
578
$105K ﹤0.01%
896
+173
579
$104K ﹤0.01%
2,243
+1,417
580
$104K ﹤0.01%
1,439
+180
581
$103K ﹤0.01%
419
582
$103K ﹤0.01%
174
+30
583
$103K ﹤0.01%
2,297
+119
584
$102K ﹤0.01%
1,826
585
$102K ﹤0.01%
1,065
-19
586
$102K ﹤0.01%
2,729
+39
587
$102K ﹤0.01%
3,363
+176
588
$101K ﹤0.01%
853
+79
589
$101K ﹤0.01%
938
+73
590
$101K ﹤0.01%
1,123
-42
591
$98.8K ﹤0.01%
1,246
-332
592
$98.7K ﹤0.01%
890
+176
593
$98.6K ﹤0.01%
1,448
+299
594
$98.2K ﹤0.01%
1,125
+217
595
$98.1K ﹤0.01%
1,017
+217
596
$97.7K ﹤0.01%
311
-3
597
$96.9K ﹤0.01%
476
+80
598
$96.2K ﹤0.01%
636
+125
599
$95.2K ﹤0.01%
869
+30
600
$95K ﹤0.01%
1,733
+64