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
1376
$9.52K ﹤0.01%
120
+119
1377
$9.52K ﹤0.01%
140
+39
1378
$9.5K ﹤0.01%
432
+107
1379
$9.48K ﹤0.01%
287
-24
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$9.46K ﹤0.01%
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1381
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122
-7
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$9.42K ﹤0.01%
867
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1383
$9.38K ﹤0.01%
+450
1384
$9.38K ﹤0.01%
299
+55
1385
$9.33K ﹤0.01%
296
+14
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$9.3K ﹤0.01%
246
-4
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$9.24K ﹤0.01%
161
-28
1388
$9.21K ﹤0.01%
281
-35
1389
$9.16K ﹤0.01%
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+16
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$9.11K ﹤0.01%
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+110
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$9.09K ﹤0.01%
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-5
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$9.05K ﹤0.01%
207
+172
1393
$9.04K ﹤0.01%
37
+14
1394
$9.02K ﹤0.01%
26
+11
1395
$9.01K ﹤0.01%
105
+1
1396
$8.99K ﹤0.01%
347
-85
1397
$8.98K ﹤0.01%
384
+90
1398
$8.95K ﹤0.01%
171
+98
1399
$8.94K ﹤0.01%
87
-27
1400
$8.94K ﹤0.01%
140