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
776
$50.5K ﹤0.01%
341
-41
777
$50.4K ﹤0.01%
178
+31
778
$50.4K ﹤0.01%
1,023
-40
779
$50.3K ﹤0.01%
1,260
+36
780
$50.2K ﹤0.01%
617
-23
781
$49.8K ﹤0.01%
1,852
-733
782
$49.5K ﹤0.01%
404
+23
783
$49.5K ﹤0.01%
538
-48
784
$49.5K ﹤0.01%
159
+35
785
$49.4K ﹤0.01%
193
-8
786
$48.9K ﹤0.01%
1,358
+402
787
$48.8K ﹤0.01%
1,130
+507
788
$48.6K ﹤0.01%
606
-14
789
$48.5K ﹤0.01%
732
-71
790
$48.4K ﹤0.01%
466
+135
791
$48.3K ﹤0.01%
503
+21
792
$48.1K ﹤0.01%
717
-4
793
$48K ﹤0.01%
+1,132
794
$47.9K ﹤0.01%
653
+33
795
$47.7K ﹤0.01%
863
-140
796
$47.6K ﹤0.01%
1,360
797
$47.4K ﹤0.01%
307
+136
798
$47.4K ﹤0.01%
499
-1
799
$47.4K ﹤0.01%
858
+608
800
$47K ﹤0.01%
1,052
+222