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
1226
$14K ﹤0.01%
189
+32
1227
$13.9K ﹤0.01%
2,912
+2,742
1228
$13.9K ﹤0.01%
113
1229
$13.9K ﹤0.01%
146
+60
1230
$13.8K ﹤0.01%
119
+57
1231
$13.7K ﹤0.01%
230
-45
1232
$13.7K ﹤0.01%
728
-3
1233
$13.7K ﹤0.01%
136
-185
1234
$13.7K ﹤0.01%
60
+19
1235
$13.7K ﹤0.01%
+465
1236
$13.6K ﹤0.01%
171
1237
$13.6K ﹤0.01%
1,185
1238
$13.6K ﹤0.01%
75
+15
1239
$13.6K ﹤0.01%
87
-150
1240
$13.6K ﹤0.01%
184
-68
1241
$13.5K ﹤0.01%
377
1242
$13.5K ﹤0.01%
93
+2
1243
$13.5K ﹤0.01%
250
+98
1244
$13.4K ﹤0.01%
1,001
+965
1245
$13.4K ﹤0.01%
165
-74
1246
$13.4K ﹤0.01%
1,138
-153
1247
$13.4K ﹤0.01%
1,455
+800
1248
$13K ﹤0.01%
594
+411
1249
$13K ﹤0.01%
151
+43
1250
$13K ﹤0.01%
222
+191