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
676
$73.9K ﹤0.01%
1,011
+96
677
$73.4K ﹤0.01%
1,747
+116
678
$73.3K ﹤0.01%
1,340
-185
679
$73.1K ﹤0.01%
300
+61
680
$72.7K ﹤0.01%
10,572
-118
681
$72.6K ﹤0.01%
691
682
$72.4K ﹤0.01%
688
+310
683
$71.8K ﹤0.01%
233
+60
684
$71.7K ﹤0.01%
946
+9
685
$71.7K ﹤0.01%
+3,809
686
$71.6K ﹤0.01%
634
+42
687
$70.9K ﹤0.01%
876
+76
688
$70.2K ﹤0.01%
+200
689
$69.8K ﹤0.01%
243
+15
690
$69.8K ﹤0.01%
869
+27
691
$69.7K ﹤0.01%
805
+9
692
$69.6K ﹤0.01%
318
+159
693
$69.2K ﹤0.01%
977
-37
694
$68.6K ﹤0.01%
1,241
+181
695
$68.5K ﹤0.01%
1,931
696
$68.5K ﹤0.01%
434
+26
697
$68.1K ﹤0.01%
2,685
+555
698
$68.1K ﹤0.01%
1,218
-150
699
$67.8K ﹤0.01%
737
+31
700
$67.7K ﹤0.01%
413
-57
26 27
28
29 30