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
1401
$8.91K ﹤0.01%
127
1402
$8.89K ﹤0.01%
436
1403
$8.88K ﹤0.01%
498
+83
1404
$8.84K ﹤0.01%
259
-242
1405
$8.81K ﹤0.01%
205
+51
1406
$8.79K ﹤0.01%
275
-21
1407
$8.77K ﹤0.01%
241
+44
1408
$8.75K ﹤0.01%
53
-41
1409
$8.74K ﹤0.01%
39
-17
1410
$8.72K ﹤0.01%
190
-70
1411
$8.66K ﹤0.01%
265
-6
1412
$8.63K ﹤0.01%
384
-619
1413
$8.62K ﹤0.01%
354
+70
1414
$8.62K ﹤0.01%
45
+29
1415
$8.62K ﹤0.01%
542
-80
1416
$8.58K ﹤0.01%
442
+415
1417
$8.57K ﹤0.01%
290
+83
1418
$8.57K ﹤0.01%
108
+48
1419
$8.55K ﹤0.01%
994
+590
1420
$8.48K ﹤0.01%
510
+70
1421
$8.46K ﹤0.01%
123
-41
1422
$8.46K ﹤0.01%
43
+10
1423
$8.45K ﹤0.01%
383
1424
$8.45K ﹤0.01%
145
+60
1425
$8.37K ﹤0.01%
+214