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
976
$27.5K ﹤0.01%
81
+2
977
$27.5K ﹤0.01%
238
978
$27.4K ﹤0.01%
437
-12
979
$27.4K ﹤0.01%
531
+435
980
$27.2K ﹤0.01%
1,117
+277
981
$27.1K ﹤0.01%
1,270
+2
982
$27K ﹤0.01%
954
+545
983
$26.9K ﹤0.01%
757
+21
984
$26.9K ﹤0.01%
4,405
-128
985
$26.8K ﹤0.01%
2,098
+116
986
$26.7K ﹤0.01%
1,982
+248
987
$26.5K ﹤0.01%
659
+11
988
$26.5K ﹤0.01%
328
-96
989
$26.5K ﹤0.01%
131
-6
990
$26.4K ﹤0.01%
554
+267
991
$26.3K ﹤0.01%
1,369
+303
992
$26.2K ﹤0.01%
468
-41
993
$26.2K ﹤0.01%
1,677
+88
994
$25.8K ﹤0.01%
597
+25
995
$25.6K ﹤0.01%
617
-767
996
$25.5K ﹤0.01%
558
+20
997
$25.5K ﹤0.01%
741
+547
998
$25.5K ﹤0.01%
175
+28
999
$25.4K ﹤0.01%
204
+2
1000
$25.3K ﹤0.01%
+1,189
38 39
40
41 42