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
151
$3.85M 0.1%
21,004
-535
152
$3.76M 0.1%
17,196
+190
153
$3.76M 0.1%
11,365
-428
154
$3.7M 0.1%
18,088
-529
155
$3.69M 0.1%
11,986
-43
156
$3.62M 0.1%
28,179
-1,850
157
$3.59M 0.1%
34,164
+512
158
$3.51M 0.09%
12,829
-540
159
$3.48M 0.09%
15,674
+10
160
$3.42M 0.09%
6,021
-2,058
161
$3.41M 0.09%
16,952
+665
162
$3.37M 0.09%
71,523
+1,508
163
$3.32M 0.09%
27,888
+1,201
164
$3.29M 0.09%
24,560
+3,930
165
$3.21M 0.09%
11,397
-125
166
$3.18M 0.08%
131,141
-8,697
167
$3.15M 0.08%
26,703
+11,453
168
$3.14M 0.08%
104,130
+7,373
169
$3.14M 0.08%
17,142
+233
170
$3.13M 0.08%
87,606
-195,000
171
$3.11M 0.08%
3,994
+376
172
$3.11M 0.08%
9,739
+406
173
$3.08M 0.08%
40,722
-744
174
$3.04M 0.08%
5,975
+33
175
$2.87M 0.08%
28,444
-2,091
5 6
7
8 9