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
1126
$18.8K ﹤0.01%
311
-4
1127
$18.6K ﹤0.01%
642
+507
1128
$18.6K ﹤0.01%
333
-667
1129
$18.5K ﹤0.01%
130
-55
1130
$18.5K ﹤0.01%
288
+92
1131
$18.4K ﹤0.01%
348
+137
1132
$18.4K ﹤0.01%
613
+57
1133
$18.3K ﹤0.01%
101
-20
1134
$18.2K ﹤0.01%
229
1135
$18.2K ﹤0.01%
4,291
+418
1136
$18.1K ﹤0.01%
1,526
-20
1137
$18.1K ﹤0.01%
175
+96
1138
$18.1K ﹤0.01%
397
+46
1139
$18.1K ﹤0.01%
1,191
+1,003
1140
$18K ﹤0.01%
1,136
+405
1141
$18K ﹤0.01%
4,680
1142
$17.9K ﹤0.01%
1,302
+160
1143
$17.8K ﹤0.01%
328
+53
1144
$17.8K ﹤0.01%
423
-61
1145
$17.8K ﹤0.01%
231
+102
1146
$17.8K ﹤0.01%
192
+74
1147
$17.8K ﹤0.01%
880
-347
1148
$17.7K ﹤0.01%
823
+339
1149
$17.6K ﹤0.01%
654
+247
1150
$17.6K ﹤0.01%
866
+702