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
1476
$7.39K ﹤0.01%
79
+34
1477
$7.36K ﹤0.01%
81
+15
1478
$7.34K ﹤0.01%
785
+781
1479
$7.34K ﹤0.01%
70
-6
1480
$7.29K ﹤0.01%
180
-30
1481
$7.21K ﹤0.01%
33
+24
1482
$7.21K ﹤0.01%
133
1483
$7.2K ﹤0.01%
708
-473
1484
$7.13K ﹤0.01%
315
-26
1485
$7.12K ﹤0.01%
200
+52
1486
$7.11K ﹤0.01%
282
1487
$7.07K ﹤0.01%
388
+38
1488
$7.03K ﹤0.01%
168
+67
1489
$7.03K ﹤0.01%
39
-16
1490
$7.03K ﹤0.01%
52
+6
1491
$7.01K ﹤0.01%
508
+39
1492
$6.97K ﹤0.01%
353
+223
1493
$6.96K ﹤0.01%
123
-11
1494
$6.95K ﹤0.01%
33
-1
1495
$6.93K ﹤0.01%
145
-33,913
1496
$6.91K ﹤0.01%
82
-58
1497
$6.89K ﹤0.01%
674
+492
1498
$6.89K ﹤0.01%
1,162
-4,106
1499
$6.87K ﹤0.01%
201
+85
1500
$6.87K ﹤0.01%
269
+93