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
1851
$2.76K ﹤0.01%
99
+29
1852
$2.75K ﹤0.01%
107
+51
1853
$2.74K ﹤0.01%
295
1854
$2.74K ﹤0.01%
+67
1855
$2.73K ﹤0.01%
438
-293
1856
$2.71K ﹤0.01%
52
-20
1857
$2.71K ﹤0.01%
235
+129
1858
$2.7K ﹤0.01%
129
1859
$2.69K ﹤0.01%
33
-21
1860
$2.68K ﹤0.01%
543
+336
1861
$2.67K ﹤0.01%
78
-4
1862
$2.67K ﹤0.01%
308
-247
1863
$2.66K ﹤0.01%
147
+68
1864
$2.64K ﹤0.01%
23
-17
1865
$2.62K ﹤0.01%
34
1866
$2.62K ﹤0.01%
410
1867
$2.59K ﹤0.01%
15
+9
1868
$2.59K ﹤0.01%
240
+141
1869
$2.59K ﹤0.01%
41
+25
1870
$2.59K ﹤0.01%
723
1871
$2.59K ﹤0.01%
554
+134
1872
$2.58K ﹤0.01%
38
-94
1873
$2.58K ﹤0.01%
353
+128
1874
$2.58K ﹤0.01%
+35
1875
$2.57K ﹤0.01%
41
+2
73 74
75
76 77