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
926
$31.9K ﹤0.01%
3,294
-104
927
$31.8K ﹤0.01%
46
928
$31.5K ﹤0.01%
214
+50
929
$31.3K ﹤0.01%
361
-54
930
$31.1K ﹤0.01%
134
+4
931
$31.1K ﹤0.01%
1,008
+362
932
$30.8K ﹤0.01%
182
-4
933
$30.7K ﹤0.01%
349
+199
934
$30.7K ﹤0.01%
111
935
$30.6K ﹤0.01%
1,943
+1,203
936
$30.6K ﹤0.01%
1,412
+1,248
937
$30.4K ﹤0.01%
475
+125
938
$30.4K ﹤0.01%
444
+199
939
$30.2K ﹤0.01%
+400
940
$30.2K ﹤0.01%
1,559
-43
941
$30K ﹤0.01%
+570
942
$29.9K ﹤0.01%
582
+96
943
$29.8K ﹤0.01%
775
-27
944
$29.8K ﹤0.01%
2,775
945
$29.6K ﹤0.01%
79
-21
946
$29.5K ﹤0.01%
100
-6
947
$29.5K ﹤0.01%
923
-27
948
$29.4K ﹤0.01%
2,127
-1,312
949
$29.3K ﹤0.01%
165
+33
950
$29.3K ﹤0.01%
647
+199
36 37
38
39 40