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
876
$37.1K ﹤0.01%
467
-93
877
$37K ﹤0.01%
464
+96
878
$37K ﹤0.01%
211
+87
879
$37K ﹤0.01%
324
+182
880
$36.9K ﹤0.01%
1,003
+35
881
$36.4K ﹤0.01%
388
+295
882
$36.4K ﹤0.01%
370
-701
883
$36.4K ﹤0.01%
347
-80
884
$36.2K ﹤0.01%
169
-23
885
$35.8K ﹤0.01%
289
+100
886
$35.8K ﹤0.01%
888
+123
887
$35.7K ﹤0.01%
694
+119
888
$35.2K ﹤0.01%
792
-2,064
889
$35.1K ﹤0.01%
644
-440
890
$35.1K ﹤0.01%
375
+134
891
$34.8K ﹤0.01%
622
+488
892
$34.5K ﹤0.01%
170
-73
893
$34.5K ﹤0.01%
149
-2
894
$34.5K ﹤0.01%
394
+37
895
$34.3K ﹤0.01%
1,082
+756
896
$34.1K ﹤0.01%
1,146
+288
897
$33.7K ﹤0.01%
540
-104
898
$33.6K ﹤0.01%
1,602
+1,292
899
$33.5K ﹤0.01%
481
+161
900
$33.4K ﹤0.01%
239
+111
34 35
36
37 38