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
601
$94.6K ﹤0.01%
1,383
-684
602
$94.3K ﹤0.01%
2,540
+1,220
603
$94K ﹤0.01%
2,993
+876
604
$93.7K ﹤0.01%
429
-167
605
$93.6K ﹤0.01%
675
-88
606
$93.6K ﹤0.01%
1,875
+149
607
$93.3K ﹤0.01%
1,903
608
$92.8K ﹤0.01%
973
+506
609
$92.7K ﹤0.01%
+1,842
610
$92.5K ﹤0.01%
3,158
+746
611
$91.6K ﹤0.01%
2,078
+39
612
$90.7K ﹤0.01%
1,141
-1,592
613
$89.8K ﹤0.01%
1,316
-47
614
$89.4K ﹤0.01%
5,106
+29
615
$89.3K ﹤0.01%
973
-81
616
$88.7K ﹤0.01%
545
-25,882
617
$88.6K ﹤0.01%
514
+129
618
$88.3K ﹤0.01%
953
+53
619
$88.2K ﹤0.01%
831
+26
620
$88.2K ﹤0.01%
969
+58
621
$87.9K ﹤0.01%
280
+28
622
$87.6K ﹤0.01%
264
+3
623
$87.6K ﹤0.01%
529
+179
624
$87.3K ﹤0.01%
850
+84
625
$87.1K ﹤0.01%
1,651
-178
23 24
25
26 27