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
1451
$7.93K ﹤0.01%
238
1452
$7.91K ﹤0.01%
1,033
+612
1453
$7.84K ﹤0.01%
264
+6
1454
$7.83K ﹤0.01%
172
1455
$7.83K ﹤0.01%
72
+17
1456
$7.81K ﹤0.01%
194
+146
1457
$7.8K ﹤0.01%
+874
1458
$7.78K ﹤0.01%
155
-97
1459
$7.75K ﹤0.01%
1,798
+1
1460
$7.74K ﹤0.01%
411
+265
1461
$7.73K ﹤0.01%
+693
1462
$7.7K ﹤0.01%
350
+52
1463
$7.67K ﹤0.01%
681
+276
1464
$7.67K ﹤0.01%
163
+30
1465
$7.63K ﹤0.01%
16
+2
1466
$7.58K ﹤0.01%
240
+81
1467
$7.57K ﹤0.01%
154
1468
$7.51K ﹤0.01%
286
+236
1469
$7.49K ﹤0.01%
899
+633
1470
$7.44K ﹤0.01%
+44
1471
$7.43K ﹤0.01%
26
-12
1472
$7.43K ﹤0.01%
860
+563
1473
$7.41K ﹤0.01%
350
+316
1474
$7.4K ﹤0.01%
167
+103
1475
$7.4K ﹤0.01%
204
-27