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
951
$29K ﹤0.01%
1,262
+831
952
$28.9K ﹤0.01%
118
+27
953
$28.8K ﹤0.01%
172
-7
954
$28.8K ﹤0.01%
410
-32
955
$28.8K ﹤0.01%
544
+402
956
$28.6K ﹤0.01%
164
-21
957
$28.6K ﹤0.01%
702
-88
958
$28.5K ﹤0.01%
460
959
$28.5K ﹤0.01%
260
+13
960
$28.5K ﹤0.01%
1,224
-50
961
$28.2K ﹤0.01%
219
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962
$28.2K ﹤0.01%
166
+3
963
$28.1K ﹤0.01%
545
+171
964
$28.1K ﹤0.01%
628
965
$28.1K ﹤0.01%
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966
$28.1K ﹤0.01%
10,000
967
$28K ﹤0.01%
528
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968
$28K ﹤0.01%
345
+19
969
$27.9K ﹤0.01%
909
-653
970
$27.7K ﹤0.01%
539
+293
971
$27.7K ﹤0.01%
973
+575
972
$27.7K ﹤0.01%
327
+100
973
$27.7K ﹤0.01%
1,570
+503
974
$27.6K ﹤0.01%
369
+146
975
$27.5K ﹤0.01%
290
+98