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
101
$8.35M 0.22%
61,400
-2,694
102
$7.81M 0.21%
58,603
-1,282
103
$7.69M 0.2%
51,414
+47,727
104
$7.45M 0.2%
44,175
+1,788
105
$7.31M 0.19%
98,386
+1,974
106
$7.23M 0.19%
78,730
-1,214
107
$7.13M 0.19%
66,345
-491
108
$7.02M 0.19%
90,759
+14,176
109
$6.81M 0.18%
36,527
+2,091
110
$6.78M 0.18%
22,305
+1,672
111
$6.75M 0.18%
12,012
+490
112
$6.71M 0.18%
95,371
-5,801
113
$6.45M 0.17%
243,521
+17,425
114
$6.44M 0.17%
83,276
+4,489
115
$6.39M 0.17%
35,108
-947
116
$6.36M 0.17%
32,598
-2,884
117
$6.27M 0.17%
40,201
+1,397
118
$6.21M 0.17%
98,801
-796
119
$6.2M 0.17%
50,006
-7,755
120
$6.18M 0.16%
59,526
+401
121
$6.17M 0.16%
14,681
-3,391
122
$6.09M 0.16%
87,609
+4,399
123
$6.05M 0.16%
133,579
-1,167
124
$6.05M 0.16%
197,055
+5,261
125
$5.67M 0.15%
30,353
-6,161
3 4
5
6 7