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
76
$11.8M 0.31%
51,567
-1,248
77
$11.7M 0.31%
174,273
+9,927
78
$11.4M 0.3%
80,801
+280
79
$10.9M 0.29%
20,579
+7,933
80
$10.8M 0.29%
29,696
+736
81
$10.7M 0.29%
23,188
-179
82
$10.7M 0.29%
129,398
+4,482
83
$10.5M 0.28%
148,640
-19,034
84
$10.4M 0.28%
41,943
+1,376
85
$10.2M 0.27%
61,740
-3,746
86
$9.95M 0.27%
417,115
+116,867
87
$9.73M 0.26%
61,080
-1,191
88
$9.55M 0.25%
19,108
-8,874
89
$9.45M 0.25%
33,743
+386
90
$9.35M 0.25%
34,290
+1,483
91
$9.31M 0.25%
32,745
-1,659
92
$9.26M 0.25%
54,127
+1,318
93
$9.03M 0.24%
32,621
-1,953
94
$8.96M 0.24%
193,283
+636
95
$8.67M 0.23%
99,496
-972
96
$8.6M 0.23%
103,436
-10,362
97
$8.59M 0.23%
29,454
-345
98
$8.59M 0.23%
16,863
-1,955
99
$8.54M 0.23%
76,264
-10,399
100
$8.51M 0.23%
58,507
-1,153
2 3
4
5 6