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
1701
$4.12K ﹤0.01%
81
+2
1702
$4.11K ﹤0.01%
205
+96
1703
$4.11K ﹤0.01%
140
1704
$4.09K ﹤0.01%
82
-37
1705
$4.09K ﹤0.01%
72
-439
1706
$4.07K ﹤0.01%
103
-159
1707
$4.05K ﹤0.01%
+80
1708
$4.05K ﹤0.01%
121
-2
1709
$4.03K ﹤0.01%
+174
1710
$4.03K ﹤0.01%
251
-21
1711
$4.03K ﹤0.01%
133
+35
1712
$4.02K ﹤0.01%
345
+47
1713
$4.02K ﹤0.01%
194
-146
1714
$4K ﹤0.01%
927
-294
1715
$4K ﹤0.01%
72
-68
1716
$3.99K ﹤0.01%
22
+6
1717
$3.99K ﹤0.01%
22
-21
1718
$3.97K ﹤0.01%
31
+16
1719
$3.95K ﹤0.01%
230
+113
1720
$3.95K ﹤0.01%
253
-29
1721
$3.93K ﹤0.01%
44
1722
$3.93K ﹤0.01%
+138
1723
$3.91K ﹤0.01%
65
1724
$3.89K ﹤0.01%
108
1725
$3.89K ﹤0.01%
20