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
1301
$11.4K ﹤0.01%
118
1302
$11.3K ﹤0.01%
66
+37
1303
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119
+3
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235
+142
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1,000
1306
$11.3K ﹤0.01%
425
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$11.2K ﹤0.01%
711
+630
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$11.2K ﹤0.01%
161
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$11.2K ﹤0.01%
864
+262
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746
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$11.2K ﹤0.01%
686
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$11.2K ﹤0.01%
248
-47
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$11.2K ﹤0.01%
354
+129
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$11.2K ﹤0.01%
29
+7
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$11.1K ﹤0.01%
+759
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106
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$11K ﹤0.01%
221
-78
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268
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$11K ﹤0.01%
200
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1320
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160
+39
1321
$10.9K ﹤0.01%
393
1322
$10.9K ﹤0.01%
369
+121
1323
$10.9K ﹤0.01%
575
+81
1324
$10.8K ﹤0.01%
45
-45
1325
$10.8K ﹤0.01%
358
+67