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
1676
$4.5K ﹤0.01%
70
-24
1677
$4.47K ﹤0.01%
70
-14
1678
$4.46K ﹤0.01%
69
-6
1679
$4.44K ﹤0.01%
401
-156
1680
$4.43K ﹤0.01%
18
1681
$4.41K ﹤0.01%
98
+17
1682
$4.39K ﹤0.01%
413
-601
1683
$4.37K ﹤0.01%
727
1684
$4.36K ﹤0.01%
66
+44
1685
$4.36K ﹤0.01%
168
+12
1686
$4.33K ﹤0.01%
46
1687
$4.32K ﹤0.01%
319
1688
$4.31K ﹤0.01%
187
+128
1689
$4.31K ﹤0.01%
+398
1690
$4.3K ﹤0.01%
354
-198
1691
$4.3K ﹤0.01%
447
+5
1692
$4.27K ﹤0.01%
75
+10
1693
$4.24K ﹤0.01%
333
+142
1694
$4.24K ﹤0.01%
57
-23
1695
$4.24K ﹤0.01%
283
-411
1696
$4.23K ﹤0.01%
239
+100
1697
$4.21K ﹤0.01%
300
1698
$4.21K ﹤0.01%
58
-12
1699
$4.18K ﹤0.01%
421
1700
$4.13K ﹤0.01%
316
+168
66 67
68
69 70