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
1901
$2.33K ﹤0.01%
81
-12
1902
$2.33K ﹤0.01%
26
-68
1903
$2.32K ﹤0.01%
104
-164
1904
$2.31K ﹤0.01%
+243
1905
$2.31K ﹤0.01%
17
+14
1906
$2.3K ﹤0.01%
72
-247
1907
$2.3K ﹤0.01%
143
-722
1908
$2.28K ﹤0.01%
104
+98
1909
$2.26K ﹤0.01%
+15
1910
$2.25K ﹤0.01%
77
-167
1911
$2.25K ﹤0.01%
255
+105
1912
$2.24K ﹤0.01%
80
-14
1913
$2.24K ﹤0.01%
98
1914
$2.21K ﹤0.01%
+38
1915
$2.21K ﹤0.01%
57
-158
1916
$2.2K ﹤0.01%
339
-46
1917
$2.19K ﹤0.01%
52
-40
1918
$2.19K ﹤0.01%
+269
1919
$2.19K ﹤0.01%
92
1920
$2.17K ﹤0.01%
31
-4
1921
$2.17K ﹤0.01%
5
+1
1922
$2.17K ﹤0.01%
51
1923
$2.17K ﹤0.01%
+117
1924
$2.17K ﹤0.01%
22
-143
1925
$2.15K ﹤0.01%
60
+18