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
1726
$3.88K ﹤0.01%
171
+73
1727
$3.86K ﹤0.01%
32
-1
1728
$3.85K ﹤0.01%
880
-420
1729
$3.84K ﹤0.01%
+125
1730
$3.82K ﹤0.01%
357
+263
1731
$3.81K ﹤0.01%
405
+60
1732
$3.81K ﹤0.01%
345
-98
1733
$3.79K ﹤0.01%
100
1734
$3.79K ﹤0.01%
200
-28
1735
$3.79K ﹤0.01%
77
-1
1736
$3.79K ﹤0.01%
719
+387
1737
$3.79K ﹤0.01%
165
+31
1738
$3.78K ﹤0.01%
63
1739
$3.77K ﹤0.01%
124
-43
1740
$3.77K ﹤0.01%
98
-31
1741
$3.77K ﹤0.01%
+705
1742
$3.74K ﹤0.01%
52
-4
1743
$3.73K ﹤0.01%
+192
1744
$3.73K ﹤0.01%
13
-4
1745
$3.73K ﹤0.01%
54
1746
$3.72K ﹤0.01%
212
1747
$3.71K ﹤0.01%
120
-39
1748
$3.71K ﹤0.01%
+1,700
1749
$3.68K ﹤0.01%
247
+75
1750
$3.64K ﹤0.01%
310
+281