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
1826
$2.95K ﹤0.01%
34
-38
1827
$2.95K ﹤0.01%
65
1828
$2.93K ﹤0.01%
615
1829
$2.92K ﹤0.01%
98
1830
$2.92K ﹤0.01%
32
1831
$2.9K ﹤0.01%
+228
1832
$2.9K ﹤0.01%
40
1833
$2.89K ﹤0.01%
+528
1834
$2.88K ﹤0.01%
26
+1
1835
$2.86K ﹤0.01%
533
+348
1836
$2.84K ﹤0.01%
263
+78
1837
$2.84K ﹤0.01%
52
+33
1838
$2.83K ﹤0.01%
+193
1839
$2.82K ﹤0.01%
142
-127
1840
$2.82K ﹤0.01%
48
1841
$2.82K ﹤0.01%
+68
1842
$2.8K ﹤0.01%
432
-135
1843
$2.8K ﹤0.01%
136
1844
$2.79K ﹤0.01%
+112
1845
$2.78K ﹤0.01%
35
-11
1846
$2.78K ﹤0.01%
112
-114
1847
$2.77K ﹤0.01%
136
+21
1848
$2.77K ﹤0.01%
87
1849
$2.77K ﹤0.01%
679
+66
1850
$2.77K ﹤0.01%
279
-285
72 73
74
75 76