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
1526
$6.54K ﹤0.01%
841
1527
$6.53K ﹤0.01%
272
1528
$6.52K ﹤0.01%
417
+35
1529
$6.46K ﹤0.01%
+135
1530
$6.44K ﹤0.01%
44
+6
1531
$6.44K ﹤0.01%
69
-40
1532
$6.39K ﹤0.01%
411
+95
1533
$6.38K ﹤0.01%
112
+17
1534
$6.38K ﹤0.01%
1,393
+316
1535
$6.38K ﹤0.01%
+196
1536
$6.38K ﹤0.01%
+62
1537
$6.36K ﹤0.01%
100
-4
1538
$6.36K ﹤0.01%
64
-10
1539
$6.29K ﹤0.01%
136
-24
1540
$6.26K ﹤0.01%
250
+120
1541
$6.26K ﹤0.01%
80
-26
1542
$6.26K ﹤0.01%
200
+187
1543
$6.22K ﹤0.01%
49
-14
1544
$6.2K ﹤0.01%
459
-344
1545
$6.2K ﹤0.01%
126
-100
1546
$6.19K ﹤0.01%
252
-143
1547
$6.18K ﹤0.01%
67
-7
1548
$6.18K ﹤0.01%
60
-13
1549
$6.18K ﹤0.01%
82
-11
1550
$6.12K ﹤0.01%
291
+88
60 61
62
63 64