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
1501
$6.87K ﹤0.01%
437
-297
1502
$6.86K ﹤0.01%
200
+75
1503
$6.83K ﹤0.01%
1,000
-161
1504
$6.83K ﹤0.01%
199
+104
1505
$6.76K ﹤0.01%
402
+92
1506
$6.76K ﹤0.01%
826
+406
1507
$6.73K ﹤0.01%
72
+15
1508
$6.72K ﹤0.01%
792
-901
1509
$6.72K ﹤0.01%
210
+112
1510
$6.71K ﹤0.01%
1,637
+826
1511
$6.7K ﹤0.01%
295
1512
$6.7K ﹤0.01%
132
1513
$6.68K ﹤0.01%
16
+14
1514
$6.68K ﹤0.01%
76
-8
1515
$6.67K ﹤0.01%
247
-26
1516
$6.66K ﹤0.01%
237
-233
1517
$6.65K ﹤0.01%
183
+105
1518
$6.65K ﹤0.01%
205
+23
1519
$6.64K ﹤0.01%
273
+219
1520
$6.64K ﹤0.01%
+150
1521
$6.61K ﹤0.01%
+209
1522
$6.61K ﹤0.01%
146
+22
1523
$6.58K ﹤0.01%
169
-196
1524
$6.58K ﹤0.01%
119
+74
1525
$6.57K ﹤0.01%
574
+484
59 60
61
62 63