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
826
$43.2K ﹤0.01%
356
+127
827
$43.1K ﹤0.01%
1,056
-36
828
$43K ﹤0.01%
942
-2
829
$43K ﹤0.01%
316
+92
830
$42.9K ﹤0.01%
2,464
-685
831
$42.9K ﹤0.01%
824
-30
832
$42.7K ﹤0.01%
2,225
833
$42.6K ﹤0.01%
3,105
-710
834
$42.6K ﹤0.01%
995
-1,390
835
$42.5K ﹤0.01%
1,111
-4
836
$42.5K ﹤0.01%
2,182
+1,982
837
$42K ﹤0.01%
802
838
$41.8K ﹤0.01%
187
-30
839
$41.7K ﹤0.01%
1,272
+421
840
$41.7K ﹤0.01%
842
+136
841
$41.6K ﹤0.01%
1,389
+193
842
$41.2K ﹤0.01%
485
+303
843
$41.1K ﹤0.01%
+2,097
844
$41K ﹤0.01%
465
+129
845
$41K ﹤0.01%
1,250
846
$40.7K ﹤0.01%
512
+45
847
$40.6K ﹤0.01%
372
+20
848
$40.3K ﹤0.01%
206
-127
849
$40.2K ﹤0.01%
998
-94
850
$40.1K ﹤0.01%
433
-107
32 33
34
35 36