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
1176
$16.2K ﹤0.01%
457
-16
1177
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389
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1178
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$15.9K ﹤0.01%
410
+216
1189
$15.9K ﹤0.01%
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336
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$15.8K ﹤0.01%
1,458
-1,189
1194
$15.8K ﹤0.01%
293
+168
1195
$15.8K ﹤0.01%
+168
1196
$15.8K ﹤0.01%
345
+253
1197
$15.7K ﹤0.01%
133
-64
1198
$15.7K ﹤0.01%
162
1199
$15.7K ﹤0.01%
3,100
+600
1200
$15.7K ﹤0.01%
150
+26