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
1076
$21.5K ﹤0.01%
786
-390
1077
$21.3K ﹤0.01%
1,341
+228
1078
$21.2K ﹤0.01%
165
+16
1079
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290
+7
1080
$21.1K ﹤0.01%
754
-79
1081
$21.1K ﹤0.01%
242
-91
1082
$21.1K ﹤0.01%
67
-20
1083
$21K ﹤0.01%
48
+5
1084
$20.9K ﹤0.01%
105
+20
1085
$20.9K ﹤0.01%
1,305
-395
1086
$20.8K ﹤0.01%
619
+57
1087
$20.8K ﹤0.01%
75
-34
1088
$20.8K ﹤0.01%
135
-5
1089
$20.8K ﹤0.01%
1,035
-71
1090
$20.8K ﹤0.01%
1,034
+137
1091
$20.8K ﹤0.01%
163
+141
1092
$20.7K ﹤0.01%
1,313
-208
1093
$20.5K ﹤0.01%
186
-25
1094
$20.5K ﹤0.01%
109
+1
1095
$20.4K ﹤0.01%
294
+50
1096
$20.4K ﹤0.01%
161
-7
1097
$20.3K ﹤0.01%
380
1098
$20.2K ﹤0.01%
89
1099
$20.2K ﹤0.01%
+287
1100
$20.1K ﹤0.01%
654
+590