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
751
$54K ﹤0.01%
344
+30
752
$53.9K ﹤0.01%
332
+1
753
$53.9K ﹤0.01%
220
+54
754
$53.9K ﹤0.01%
3,865
-1,318
755
$53.8K ﹤0.01%
473
+31
756
$53.7K ﹤0.01%
2,581
+388
757
$53.5K ﹤0.01%
273
+8
758
$53.4K ﹤0.01%
165
-22
759
$53.3K ﹤0.01%
1,320
+668
760
$53.1K ﹤0.01%
2,312
761
$52.6K ﹤0.01%
779
+2
762
$52.5K ﹤0.01%
364
+48
763
$52.3K ﹤0.01%
240
-51
764
$52.1K ﹤0.01%
1,773
+313
765
$52.1K ﹤0.01%
3,825
+2,568
766
$51.7K ﹤0.01%
1,446
-202
767
$51.5K ﹤0.01%
188
-2
768
$51.1K ﹤0.01%
281
+37
769
$51.1K ﹤0.01%
+739
770
$50.8K ﹤0.01%
151
+23
771
$50.8K ﹤0.01%
1,095
+51
772
$50.7K ﹤0.01%
218
+8
773
$50.7K ﹤0.01%
288
+48
774
$50.6K ﹤0.01%
461
+60
775
$50.5K ﹤0.01%
500
+47
29 30
31
32 33