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
1776
$3.39K ﹤0.01%
261
-31
1777
$3.35K ﹤0.01%
39
-16
1778
$3.33K ﹤0.01%
169
+48
1779
$3.31K ﹤0.01%
+217
1780
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89
1781
$3.31K ﹤0.01%
257
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1782
$3.3K ﹤0.01%
62
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1783
$3.29K ﹤0.01%
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1784
$3.29K ﹤0.01%
586
+500
1785
$3.28K ﹤0.01%
220
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$3.28K ﹤0.01%
293
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1787
$3.27K ﹤0.01%
76
1788
$3.26K ﹤0.01%
108
+40
1789
$3.24K ﹤0.01%
+129
1790
$3.23K ﹤0.01%
889
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1791
$3.22K ﹤0.01%
113
-36
1792
$3.21K ﹤0.01%
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1793
$3.2K ﹤0.01%
67
-105
1794
$3.17K ﹤0.01%
13
+9
1795
$3.17K ﹤0.01%
125
-113
1796
$3.17K ﹤0.01%
775
-35
1797
$3.17K ﹤0.01%
224
-1
1798
$3.16K ﹤0.01%
86
-2
1799
$3.16K ﹤0.01%
550
+294
1800
$3.15K ﹤0.01%
206
+112