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
176
$2.79M 0.07%
28,251
+1,185
177
$2.73M 0.07%
63,526
+1,243
178
$2.73M 0.07%
22,831
-781
179
$2.72M 0.07%
55,722
-868
180
$2.68M 0.07%
8,184
-84
181
$2.67M 0.07%
9,053
+258
182
$2.55M 0.07%
42,873
+12,319
183
$2.51M 0.07%
26,935
+1,047
184
$2.47M 0.07%
24,013
+265
185
$2.45M 0.07%
129,186
-3,886
186
$2.43M 0.06%
13,751
+534
187
$2.42M 0.06%
10,851
+35
188
$2.36M 0.06%
31,970
+927
189
$2.36M 0.06%
44,786
-249
190
$2.34M 0.06%
29,263
+462
191
$2.33M 0.06%
10,955
+1,439
192
$2.32M 0.06%
36,049
-1,090
193
$2.25M 0.06%
46,736
+472
194
$2.23M 0.06%
9,410
-75
195
$2.22M 0.06%
42,538
-10,890
196
$2.2M 0.06%
25,525
+3,826
197
$2.16M 0.06%
10,400
+886
198
$2.09M 0.06%
124,987
+3,850
199
$2M 0.05%
10,267
+246
200
$1.93M 0.05%
16,192
-1,318
6 7
8
9 10