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
1801
$3.15K ﹤0.01%
26
-33
1802
$3.14K ﹤0.01%
89
1803
$3.13K ﹤0.01%
1,209
+626
1804
$3.13K ﹤0.01%
148
-133
1805
$3.12K ﹤0.01%
135
-244
1806
$3.1K ﹤0.01%
65
+20
1807
$3.09K ﹤0.01%
40
-62
1808
$3.09K ﹤0.01%
51
+8
1809
$3.08K ﹤0.01%
178
1810
$3.07K ﹤0.01%
116
+29
1811
$3.06K ﹤0.01%
233
-123
1812
$3.03K ﹤0.01%
10
-12
1813
$3.02K ﹤0.01%
+60
1814
$3.02K ﹤0.01%
34
-51
1815
$3.02K ﹤0.01%
+308
1816
$3.02K ﹤0.01%
449
+62
1817
$3.01K ﹤0.01%
442
1818
$3K ﹤0.01%
53
-140
1819
$3K ﹤0.01%
+60
1820
$2.98K ﹤0.01%
+27
1821
$2.98K ﹤0.01%
368
-136
1822
$2.98K ﹤0.01%
58
1823
$2.97K ﹤0.01%
100
-65
1824
$2.96K ﹤0.01%
357
-625
1825
$2.96K ﹤0.01%
55
+12
71 72
73
74 75