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
701
$67.1K ﹤0.01%
717
-137
702
$67K ﹤0.01%
1,828
+1,552
703
$66.8K ﹤0.01%
909
704
$66.5K ﹤0.01%
687
+493
705
$66.5K ﹤0.01%
2,721
706
$66.4K ﹤0.01%
+3,296
707
$65.9K ﹤0.01%
210
+27
708
$65.6K ﹤0.01%
243
+2
709
$64.8K ﹤0.01%
586
-127
710
$64.4K ﹤0.01%
895
+36
711
$63.9K ﹤0.01%
196
+52
712
$63.3K ﹤0.01%
1,146
+167
713
$62.7K ﹤0.01%
770
+42
714
$62.3K ﹤0.01%
1,069
-163
715
$62.2K ﹤0.01%
332
-47
716
$62K ﹤0.01%
990
+663
717
$61.8K ﹤0.01%
1,181
+431
718
$61.8K ﹤0.01%
492
-66
719
$61.8K ﹤0.01%
1,530
720
$60.4K ﹤0.01%
419
+65
721
$60.3K ﹤0.01%
820
+98
722
$60.1K ﹤0.01%
108
+73
723
$60K ﹤0.01%
1,633
+114
724
$59.6K ﹤0.01%
2,811
-114
725
$59.5K ﹤0.01%
667
+146