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
1576
$5.73K ﹤0.01%
188
1577
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45
1578
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2
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1579
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643
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1581
$5.65K ﹤0.01%
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$5.61K ﹤0.01%
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328
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$5.59K ﹤0.01%
+261
1589
$5.58K ﹤0.01%
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$5.54K ﹤0.01%
1,267
+461
1594
$5.53K ﹤0.01%
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1595
$5.52K ﹤0.01%
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$5.52K ﹤0.01%
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$5.51K ﹤0.01%
143
-36
1598
$5.49K ﹤0.01%
118
+6
1599
$5.47K ﹤0.01%
52
+4
1600
$5.47K ﹤0.01%
152
-25