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
1951
$1.92K ﹤0.01%
107
+18
1952
$1.92K ﹤0.01%
10
1953
$1.91K ﹤0.01%
82
1954
$1.91K ﹤0.01%
195
1955
$1.91K ﹤0.01%
6
-6
1956
$1.9K ﹤0.01%
28
1957
$1.89K ﹤0.01%
970
+169
1958
$1.89K ﹤0.01%
541
-89
1959
$1.88K ﹤0.01%
37
-1,000
1960
$1.88K ﹤0.01%
304
-284
1961
$1.87K ﹤0.01%
49
+24
1962
$1.86K ﹤0.01%
26
1963
$1.86K ﹤0.01%
131
+4
1964
$1.85K ﹤0.01%
+63
1965
$1.84K ﹤0.01%
89
-2
1966
$1.84K ﹤0.01%
11
-3
1967
$1.84K ﹤0.01%
88
-21
1968
$1.83K ﹤0.01%
+106
1969
$1.83K ﹤0.01%
+85
1970
$1.83K ﹤0.01%
25
1971
$1.82K ﹤0.01%
18
+9
1972
$1.82K ﹤0.01%
22
1973
$1.81K ﹤0.01%
+116
1974
$1.81K ﹤0.01%
33
1975
$1.81K ﹤0.01%
209
-151
77 78
79
80 81