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
726
$59.4K ﹤0.01%
509
-77
727
$59.3K ﹤0.01%
546
+116
728
$59.1K ﹤0.01%
267
-69
729
$58.6K ﹤0.01%
1,000
730
$58.4K ﹤0.01%
205
-39
731
$58.1K ﹤0.01%
120
-2
732
$58.1K ﹤0.01%
558
+167
733
$57.8K ﹤0.01%
+3,548
734
$57.2K ﹤0.01%
+2,890
735
$57.1K ﹤0.01%
2,009
736
$56.9K ﹤0.01%
561
+426
737
$56.9K ﹤0.01%
1,586
+922
738
$56.4K ﹤0.01%
196
+4
739
$56.2K ﹤0.01%
1,003
+148
740
$56.2K ﹤0.01%
1,084
+66
741
$56.1K ﹤0.01%
589
742
$56K ﹤0.01%
238
+68
743
$56K ﹤0.01%
830
+90
744
$55.6K ﹤0.01%
3,617
+1,208
745
$55.4K ﹤0.01%
248
+84
746
$55.3K ﹤0.01%
1,518
747
$55.2K ﹤0.01%
1,200
+327
748
$54.9K ﹤0.01%
2,128
-798
749
$54.6K ﹤0.01%
1,136
+16
750
$54.2K ﹤0.01%
186
-36