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
801
$47K ﹤0.01%
350
-31
802
$46.7K ﹤0.01%
1,568
-14
803
$46.6K ﹤0.01%
1,887
+1,451
804
$46.5K ﹤0.01%
473
+139
805
$46.5K ﹤0.01%
104
-14
806
$46.3K ﹤0.01%
595
+142
807
$46.2K ﹤0.01%
572
+54
808
$45.8K ﹤0.01%
987
-59
809
$45.4K ﹤0.01%
1,320
+529
810
$45.4K ﹤0.01%
290
+12
811
$45.3K ﹤0.01%
1,228
+529
812
$45.3K ﹤0.01%
1,641
+307
813
$45.2K ﹤0.01%
340
814
$45.2K ﹤0.01%
186
+56
815
$45.2K ﹤0.01%
134
+23
816
$45.1K ﹤0.01%
2,005
+280
817
$45.1K ﹤0.01%
2,688
818
$45K ﹤0.01%
988
+60
819
$45K ﹤0.01%
1,316
+1,150
820
$45K ﹤0.01%
399
821
$44.5K ﹤0.01%
2,805
+1,727
822
$44.3K ﹤0.01%
351
+111
823
$44.2K ﹤0.01%
263
+22
824
$43.4K ﹤0.01%
556
+171
825
$43.2K ﹤0.01%
638
+36