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
1976
$1.8K ﹤0.01%
54
+51
1977
$1.79K ﹤0.01%
262
+138
1978
$1.79K ﹤0.01%
53
-57
1979
$1.78K ﹤0.01%
+33
1980
$1.78K ﹤0.01%
81
-48
1981
$1.75K ﹤0.01%
104
1982
$1.75K ﹤0.01%
145
-423
1983
$1.74K ﹤0.01%
39
1984
$1.74K ﹤0.01%
24
1985
$1.74K ﹤0.01%
51
+15
1986
$1.72K ﹤0.01%
65
+38
1987
$1.72K ﹤0.01%
123
-25
1988
$1.72K ﹤0.01%
22
+13
1989
$1.72K ﹤0.01%
14
-9
1990
$1.71K ﹤0.01%
138
1991
$1.71K ﹤0.01%
390
1992
$1.71K ﹤0.01%
62
-54
1993
$1.71K ﹤0.01%
+31
1994
$1.7K ﹤0.01%
9
1995
$1.69K ﹤0.01%
47
-24
1996
$1.69K ﹤0.01%
84
1997
$1.68K ﹤0.01%
189
+155
1998
$1.68K ﹤0.01%
98
1999
$1.67K ﹤0.01%
50
-12
2000
$1.67K ﹤0.01%
+82
78 79
80
81 82