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
1026
$24.1K ﹤0.01%
278
1027
$24.1K ﹤0.01%
122
-133
1028
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94
-13
1029
$24.1K ﹤0.01%
1,484
+46
1030
$24.1K ﹤0.01%
3,326
-733
1031
$24K ﹤0.01%
822
+572
1032
$23.8K ﹤0.01%
727
-517
1033
$23.8K ﹤0.01%
861
+45
1034
$23.7K ﹤0.01%
1,963
+34
1035
$23.7K ﹤0.01%
423
+78
1036
$23.6K ﹤0.01%
1,656
+509
1037
$23.6K ﹤0.01%
1,063
-2,247
1038
$23.5K ﹤0.01%
973
+304
1039
$23.5K ﹤0.01%
226
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1040
$23.4K ﹤0.01%
223
+54
1041
$23.3K ﹤0.01%
1,282
-132
1042
$23.3K ﹤0.01%
584
-8
1043
$23.3K ﹤0.01%
728
+13
1044
$23.3K ﹤0.01%
2,322
+516
1045
$23.3K ﹤0.01%
176
-32
1046
$23.2K ﹤0.01%
66
-33
1047
$23.2K ﹤0.01%
167
1048
$23.2K ﹤0.01%
131
+33
1049
$23.2K ﹤0.01%
393
-34
1050
$23K ﹤0.01%
84
-1