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
1876
$2.56K ﹤0.01%
+142
1877
$2.54K ﹤0.01%
+149
1878
$2.53K ﹤0.01%
83
+13
1879
$2.52K ﹤0.01%
49
1880
$2.52K ﹤0.01%
262
-707
1881
$2.52K ﹤0.01%
40
1882
$2.51K ﹤0.01%
319
+215
1883
$2.51K ﹤0.01%
+92
1884
$2.5K ﹤0.01%
585
-386
1885
$2.5K ﹤0.01%
149
-59
1886
$2.49K ﹤0.01%
279
1887
$2.48K ﹤0.01%
35
-126
1888
$2.48K ﹤0.01%
22
+13
1889
$2.47K ﹤0.01%
167
1890
$2.46K ﹤0.01%
36
-8
1891
$2.44K ﹤0.01%
67
1892
$2.44K ﹤0.01%
83
1893
$2.44K ﹤0.01%
253
+4
1894
$2.42K ﹤0.01%
230
-10,468
1895
$2.4K ﹤0.01%
67
-24
1896
$2.4K ﹤0.01%
105
-10
1897
$2.4K ﹤0.01%
36
1898
$2.38K ﹤0.01%
998
-158
1899
$2.34K ﹤0.01%
242
-419
1900
$2.34K ﹤0.01%
52
+30
74 75
76
77 78