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
901
$33.3K ﹤0.01%
386
+171
902
$33.3K ﹤0.01%
106
+11
903
$33.2K ﹤0.01%
293
+51
904
$33.2K ﹤0.01%
322
+29
905
$33.1K ﹤0.01%
400
+125
906
$33.1K ﹤0.01%
871
+51
907
$33.1K ﹤0.01%
196
+56
908
$33.1K ﹤0.01%
834
-37,641
909
$33K ﹤0.01%
1,164
+478
910
$33K ﹤0.01%
188
+45
911
$33K ﹤0.01%
214
+52
912
$33K ﹤0.01%
183
+23
913
$32.9K ﹤0.01%
989
-35
914
$32.9K ﹤0.01%
653
+433
915
$32.8K ﹤0.01%
1,106
+220
916
$32.8K ﹤0.01%
80
+22
917
$32.7K ﹤0.01%
1,761
-52
918
$32.4K ﹤0.01%
377
-21
919
$32.4K ﹤0.01%
3,988
-699
920
$32.2K ﹤0.01%
793
-421
921
$32.1K ﹤0.01%
2,637
-2,130
922
$32.1K ﹤0.01%
1,201
+424
923
$32.1K ﹤0.01%
1,581
+153
924
$32K ﹤0.01%
925
+821
925
$32K ﹤0.01%
401
-37
35 36
37
38 39