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
851
$39.9K ﹤0.01%
1,451
+1,044
852
$39.8K ﹤0.01%
765
+37
853
$39.8K ﹤0.01%
145
+23
854
$39.7K ﹤0.01%
441
-207
855
$39.4K ﹤0.01%
+209
856
$39.4K ﹤0.01%
632
-19
857
$39.3K ﹤0.01%
400
-35
858
$39.2K ﹤0.01%
1,914
-517
859
$38.9K ﹤0.01%
1,964
-99
860
$38.8K ﹤0.01%
629
+10
861
$38.2K ﹤0.01%
378
-34
862
$38.1K ﹤0.01%
876
+239
863
$38.1K ﹤0.01%
1,533
+105
864
$38K ﹤0.01%
425
-11
865
$38K ﹤0.01%
289
-12,236
866
$37.8K ﹤0.01%
391
-15
867
$37.7K ﹤0.01%
+300
868
$37.5K ﹤0.01%
1,000
869
$37.5K ﹤0.01%
802
-6
870
$37.4K ﹤0.01%
1,971
+130
871
$37.3K ﹤0.01%
394
872
$37.3K ﹤0.01%
844
-58
873
$37.2K ﹤0.01%
350
-30
874
$37.2K ﹤0.01%
19
+2
875
$37.1K ﹤0.01%
486
+50
33 34
35
36 37