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
1626
$5.03K ﹤0.01%
470
+411
1627
$5.02K ﹤0.01%
161
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1628
$5.02K ﹤0.01%
620
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1630
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$4.99K ﹤0.01%
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536
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$4.96K ﹤0.01%
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$4.96K ﹤0.01%
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$4.93K ﹤0.01%
189
1637
$4.93K ﹤0.01%
41
+14
1638
$4.93K ﹤0.01%
50
1639
$4.88K ﹤0.01%
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$4.87K ﹤0.01%
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1641
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21
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296
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1643
$4.84K ﹤0.01%
21
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$4.83K ﹤0.01%
59
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$4.83K ﹤0.01%
1,835
-625
1646
$4.82K ﹤0.01%
202
-6
1647
$4.82K ﹤0.01%
638
-7
1648
$4.82K ﹤0.01%
117
-27
1649
$4.81K ﹤0.01%
43
-2
1650
$4.81K ﹤0.01%
328
-123