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
1001
$25.3K ﹤0.01%
1,432
-142
1002
$25.3K ﹤0.01%
1,257
+281
1003
$25.2K ﹤0.01%
967
-291
1004
$25.1K ﹤0.01%
392
1005
$25.1K ﹤0.01%
409
+2
1006
$25.1K ﹤0.01%
651
1007
$25.1K ﹤0.01%
170
+37
1008
$25K ﹤0.01%
4,978
-811
1009
$24.9K ﹤0.01%
646
+170
1010
$24.9K ﹤0.01%
586
+21
1011
$24.8K ﹤0.01%
455
+11
1012
$24.8K ﹤0.01%
5,790
+69
1013
$24.8K ﹤0.01%
171
-9
1014
$24.8K ﹤0.01%
447
+54
1015
$24.7K ﹤0.01%
1,010
+138
1016
$24.7K ﹤0.01%
604
+87
1017
$24.6K ﹤0.01%
226
+5
1018
$24.6K ﹤0.01%
172
+77
1019
$24.6K ﹤0.01%
117
+13
1020
$24.4K ﹤0.01%
234
+140
1021
$24.3K ﹤0.01%
135
+27
1022
$24.3K ﹤0.01%
145
+42
1023
$24.3K ﹤0.01%
858
+788
1024
$24.2K ﹤0.01%
418
-26
1025
$24.2K ﹤0.01%
152
-6
39 40
41
42 43