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
1926
$2.14K ﹤0.01%
44
-129
1927
$2.13K ﹤0.01%
177
+108
1928
$2.12K ﹤0.01%
134
-206
1929
$2.11K ﹤0.01%
117
+58
1930
$2.11K ﹤0.01%
113
-158
1931
$2.1K ﹤0.01%
286
-454
1932
$2.1K ﹤0.01%
38
-81
1933
$2.09K ﹤0.01%
129
1934
$2.09K ﹤0.01%
70
+65
1935
$2.09K ﹤0.01%
49
+8
1936
$2.08K ﹤0.01%
22
+12
1937
$2.06K ﹤0.01%
+238
1938
$2.06K ﹤0.01%
66
1939
$2.03K ﹤0.01%
32
1940
$2.02K ﹤0.01%
46
-119
1941
$2.01K ﹤0.01%
18
+2
1942
$2.01K ﹤0.01%
340
+139
1943
$2K ﹤0.01%
82
1944
$2K ﹤0.01%
+68
1945
$1.97K ﹤0.01%
19
1946
$1.97K ﹤0.01%
30
-10
1947
$1.96K ﹤0.01%
6
+1
1948
$1.94K ﹤0.01%
529
-528
1949
$1.94K ﹤0.01%
34
-5
1950
$1.92K ﹤0.01%
319
76 77
78
79 80