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
1251
$13K ﹤0.01%
128
-5
1252
$12.9K ﹤0.01%
200
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98
+1
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264
+50
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1,222
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736
+526
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$12.8K ﹤0.01%
532
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1258
$12.8K ﹤0.01%
114
+59
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$12.8K ﹤0.01%
400
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67
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$12.7K ﹤0.01%
344
+182
1262
$12.7K ﹤0.01%
434
1263
$12.6K ﹤0.01%
214
-91
1264
$12.6K ﹤0.01%
101
-6
1265
$12.5K ﹤0.01%
1,648
+491
1266
$12.5K ﹤0.01%
279
+38
1267
$12.5K ﹤0.01%
82
1268
$12.4K ﹤0.01%
835
+569
1269
$12.4K ﹤0.01%
957
+291
1270
$12.4K ﹤0.01%
277
+25
1271
$12.4K ﹤0.01%
304
+7
1272
$12.3K ﹤0.01%
224
+8
1273
$12.3K ﹤0.01%
264
+79
1274
$12.2K ﹤0.01%
1,068
-2
1275
$12.2K ﹤0.01%
278
-44