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
1651
$4.81K ﹤0.01%
554
+400
1652
$4.79K ﹤0.01%
78
1653
$4.79K ﹤0.01%
431
+290
1654
$4.77K ﹤0.01%
+244
1655
$4.75K ﹤0.01%
72
-133
1656
$4.75K ﹤0.01%
410
+398
1657
$4.74K ﹤0.01%
108
1658
$4.72K ﹤0.01%
+393
1659
$4.7K ﹤0.01%
156
+129
1660
$4.69K ﹤0.01%
70
1661
$4.67K ﹤0.01%
397
+67
1662
$4.65K ﹤0.01%
913
+688
1663
$4.63K ﹤0.01%
379
+68
1664
$4.61K ﹤0.01%
+91
1665
$4.6K ﹤0.01%
195
+21
1666
$4.58K ﹤0.01%
364
+224
1667
$4.57K ﹤0.01%
84
+35
1668
$4.57K ﹤0.01%
113
+110
1669
$4.56K ﹤0.01%
29
+7
1670
$4.53K ﹤0.01%
11
-4
1671
$4.52K ﹤0.01%
533
+146
1672
$4.51K ﹤0.01%
163
+2
1673
$4.51K ﹤0.01%
108
-17
1674
$4.5K ﹤0.01%
322
-298
1675
$4.5K ﹤0.01%
162
-60