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
1201
$15.6K ﹤0.01%
184
+6
1202
$15.5K ﹤0.01%
264
1203
$15.4K ﹤0.01%
78
-14
1204
$15.3K ﹤0.01%
821
+157
1205
$15.3K ﹤0.01%
1,532
+861
1206
$15.3K ﹤0.01%
424
1207
$15.3K ﹤0.01%
216
+119
1208
$15.2K ﹤0.01%
145
1209
$15.2K ﹤0.01%
1,000
1210
$15.1K ﹤0.01%
87
-50
1211
$15.1K ﹤0.01%
277
-76
1212
$15K ﹤0.01%
98
+50
1213
$14.8K ﹤0.01%
304
-32
1214
$14.8K ﹤0.01%
2
-1
1215
$14.8K ﹤0.01%
95
-6
1216
$14.7K ﹤0.01%
218
-28
1217
$14.7K ﹤0.01%
284
-73
1218
$14.6K ﹤0.01%
49
-13
1219
$14.5K ﹤0.01%
787
+457
1220
$14.4K ﹤0.01%
718
-59
1221
$14.4K ﹤0.01%
181
-25
1222
$14.3K ﹤0.01%
84
+33
1223
$14.2K ﹤0.01%
88
+44
1224
$14.2K ﹤0.01%
75
+10
1225
$14.1K ﹤0.01%
636