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
1601
$5.46K ﹤0.01%
224
-290
1602
$5.44K ﹤0.01%
44
+10
1603
$5.44K ﹤0.01%
548
+258
1604
$5.42K ﹤0.01%
250
-14
1605
$5.41K ﹤0.01%
237
1606
$5.4K ﹤0.01%
+188
1607
$5.36K ﹤0.01%
266
-11
1608
$5.36K ﹤0.01%
+249
1609
$5.36K ﹤0.01%
76
+41
1610
$5.33K ﹤0.01%
362
-22
1611
$5.29K ﹤0.01%
759
-208
1612
$5.24K ﹤0.01%
763
+584
1613
$5.21K ﹤0.01%
119
+66
1614
$5.2K ﹤0.01%
150
-72
1615
$5.2K ﹤0.01%
116
+24
1616
$5.19K ﹤0.01%
144
1617
$5.18K ﹤0.01%
23
+2
1618
$5.17K ﹤0.01%
69
-12
1619
$5.17K ﹤0.01%
864
+195
1620
$5.17K ﹤0.01%
225
-4
1621
$5.17K ﹤0.01%
114
+66
1622
$5.13K ﹤0.01%
70
+50
1623
$5.12K ﹤0.01%
83
+10
1624
$5.11K ﹤0.01%
56
+8
1625
$5.09K ﹤0.01%
393
+119
63 64
65
66 67