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
1101
$20.1K ﹤0.01%
201
+95
1102
$20K ﹤0.01%
111
+13
1103
$19.9K ﹤0.01%
77
+13
1104
$19.9K ﹤0.01%
463
+350
1105
$19.9K ﹤0.01%
1,266
+720
1106
$19.8K ﹤0.01%
662
1107
$19.8K ﹤0.01%
223
1108
$19.7K ﹤0.01%
164
1109
$19.6K ﹤0.01%
357
-167
1110
$19.6K ﹤0.01%
470
-39
1111
$19.5K ﹤0.01%
661
+151
1112
$19.5K ﹤0.01%
123
-48
1113
$19.5K ﹤0.01%
324
+217
1114
$19.4K ﹤0.01%
679
-50
1115
$19.4K ﹤0.01%
316
-47
1116
$19.4K ﹤0.01%
313
-72
1117
$19.3K ﹤0.01%
810
1118
$19.1K ﹤0.01%
381
-184
1119
$19.1K ﹤0.01%
144
-5
1120
$19K ﹤0.01%
134
1121
$19K ﹤0.01%
133
+5
1122
$19K ﹤0.01%
371
+20
1123
$18.9K ﹤0.01%
564
+258
1124
$18.8K ﹤0.01%
4,824
1125
$18.8K ﹤0.01%
128
+7