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
1426
$8.35K ﹤0.01%
128
+45
1427
$8.35K ﹤0.01%
35
-20
1428
$8.32K ﹤0.01%
349
-284
1429
$8.29K ﹤0.01%
122
1430
$8.29K ﹤0.01%
156
+23
1431
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109
+16
1432
$8.27K ﹤0.01%
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-42
1433
$8.27K ﹤0.01%
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-154
1434
$8.25K ﹤0.01%
60
+8
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$8.24K ﹤0.01%
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1436
$8.19K ﹤0.01%
239
-154
1437
$8.17K ﹤0.01%
167
-161
1438
$8.17K ﹤0.01%
224
+187
1439
$8.16K ﹤0.01%
1,258
-194
1440
$8.14K ﹤0.01%
1,750
+1,079
1441
$8.14K ﹤0.01%
863
-407
1442
$8.13K ﹤0.01%
94
1443
$8.12K ﹤0.01%
718
+290
1444
$8.08K ﹤0.01%
179
-61
1445
$8.07K ﹤0.01%
81
+9
1446
$8.06K ﹤0.01%
718
-450
1447
$8.03K ﹤0.01%
149
-23
1448
$8K ﹤0.01%
61
-42
1449
$7.97K ﹤0.01%
44
-23
1450
$7.97K ﹤0.01%
290
-12