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
1551
$6.12K ﹤0.01%
529
-22
1552
$6.11K ﹤0.01%
249
+70
1553
$6.1K ﹤0.01%
85
1554
$6.08K ﹤0.01%
+332
1555
$6.06K ﹤0.01%
64
+59
1556
$6.06K ﹤0.01%
60
-176
1557
$6.01K ﹤0.01%
342
-45
1558
$6K ﹤0.01%
54
-21
1559
$5.98K ﹤0.01%
211
+199
1560
$5.97K ﹤0.01%
166
+6
1561
$5.97K ﹤0.01%
238
+121
1562
$5.97K ﹤0.01%
283
-37
1563
$5.95K ﹤0.01%
172
+131
1564
$5.91K ﹤0.01%
207
-23
1565
$5.88K ﹤0.01%
302
-247
1566
$5.83K ﹤0.01%
338
-175
1567
$5.83K ﹤0.01%
303
-264
1568
$5.83K ﹤0.01%
191
+8
1569
$5.83K ﹤0.01%
194
-14
1570
$5.83K ﹤0.01%
+476
1571
$5.8K ﹤0.01%
148
-24
1572
$5.78K ﹤0.01%
179
+15
1573
$5.78K ﹤0.01%
211
+39
1574
$5.77K ﹤0.01%
299
-99
1575
$5.75K ﹤0.01%
+117
61 62
63
64 65