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
1151
$17.4K ﹤0.01%
405
1152
$17.4K ﹤0.01%
1,055
1153
$17.3K ﹤0.01%
120
+2
1154
$17.3K ﹤0.01%
390
-95
1155
$17.3K ﹤0.01%
1,389
+1,174
1156
$17.2K ﹤0.01%
1,706
+97
1157
$17.2K ﹤0.01%
273
-55
1158
$17.1K ﹤0.01%
158
+137
1159
$17.1K ﹤0.01%
316
+2
1160
$17K ﹤0.01%
510
+51
1161
$16.9K ﹤0.01%
110
+10
1162
$16.9K ﹤0.01%
50
+6
1163
$16.8K ﹤0.01%
124
+18
1164
$16.7K ﹤0.01%
293
1165
$16.7K ﹤0.01%
629
+467
1166
$16.6K ﹤0.01%
123
+23
1167
$16.6K ﹤0.01%
1,287
1168
$16.5K ﹤0.01%
135
+6
1169
$16.5K ﹤0.01%
521
+35
1170
$16.4K ﹤0.01%
754
+10
1171
$16.4K ﹤0.01%
297
-109
1172
$16.4K ﹤0.01%
547
1173
$16.4K ﹤0.01%
450
+54
1174
$16.4K ﹤0.01%
144
+18
1175
$16.4K ﹤0.01%
765
+190