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
51
$19.9M 0.53%
35,100
+267
52
$19.1M 0.51%
92,276
+2,962
53
$18M 0.48%
50,543
+11,184
54
$18M 0.48%
69,886
+1,147
55
$17.9M 0.48%
261,277
+10,657
56
$17.6M 0.47%
704,762
-6,012
57
$17.4M 0.46%
69,255
+1,961
58
$17.3M 0.46%
57,932
+654
59
$17.3M 0.46%
217,701
+3,864
60
$16.7M 0.45%
26,898
+857
61
$16.3M 0.43%
151,428
+4,374
62
$15.9M 0.42%
321,273
+1,329
63
$15.8M 0.42%
263,939
+82,897
64
$15.6M 0.42%
15,777
+166
65
$15.4M 0.41%
234,202
+6,836
66
$14.3M 0.38%
112,498
+3,578
67
$13.6M 0.36%
227,091
+54,658
68
$13.4M 0.36%
42,339
+798
69
$13.4M 0.36%
103,494
+10,913
70
$13.4M 0.36%
35,795
+13,707
71
$13M 0.35%
56,588
+825
72
$12.8M 0.34%
18,143
-861
73
$12.4M 0.33%
157,068
+3,751
74
$12M 0.32%
230,731
-2,625
75
$11.9M 0.32%
26,791
+9,775
1 2
3
4 5