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
651
$80.6K ﹤0.01%
274
-19
652
$80.4K ﹤0.01%
245
+1
653
$80.3K ﹤0.01%
880
-25,508
654
$79.7K ﹤0.01%
356
+19
655
$79.4K ﹤0.01%
997
-37
656
$79.1K ﹤0.01%
155
+5
657
$78.9K ﹤0.01%
1,916
+825
658
$78.6K ﹤0.01%
621
-416
659
$78.2K ﹤0.01%
2,307
+14
660
$77.9K ﹤0.01%
2,438
-272
661
$77.8K ﹤0.01%
8,710
+3,681
662
$77.5K ﹤0.01%
617
+107
663
$76.6K ﹤0.01%
381
-30
664
$76.6K ﹤0.01%
7,282
-213
665
$76.1K ﹤0.01%
451
+50
666
$75.9K ﹤0.01%
2,341
+180
667
$75.5K ﹤0.01%
1,340
+1,049
668
$75.3K ﹤0.01%
147
+33
669
$74.8K ﹤0.01%
522
+178
670
$74.6K ﹤0.01%
166
-31
671
$74.4K ﹤0.01%
1,095
+405
672
$74.4K ﹤0.01%
827
+7
673
$74.3K ﹤0.01%
1,155
+383
674
$74.2K ﹤0.01%
1,696
675
$74.2K ﹤0.01%
2,062
+377
25 26
27
28 29