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
2001
$1.67K ﹤0.01%
108
-200
2002
$1.67K ﹤0.01%
153
2003
$1.66K ﹤0.01%
459
-572
2004
$1.65K ﹤0.01%
+36
2005
$1.64K ﹤0.01%
61
2006
$1.63K ﹤0.01%
73
-12,346
2007
$1.62K ﹤0.01%
14
-3
2008
$1.62K ﹤0.01%
275
-42
2009
$1.62K ﹤0.01%
19
2010
$1.6K ﹤0.01%
124
2011
$1.6K ﹤0.01%
+765
2012
$1.58K ﹤0.01%
57
2013
$1.57K ﹤0.01%
21
-1
2014
$1.55K ﹤0.01%
109
-325
2015
$1.55K ﹤0.01%
74
+12
2016
$1.55K ﹤0.01%
+727
2017
$1.53K ﹤0.01%
70
2018
$1.51K ﹤0.01%
179
-346
2019
$1.5K ﹤0.01%
150
-1,596
2020
$1.5K ﹤0.01%
71
-15
2021
$1.49K ﹤0.01%
41
+30
2022
$1.48K ﹤0.01%
+34
2023
$1.48K ﹤0.01%
14
-23
2024
$1.47K ﹤0.01%
140
2025
$1.46K ﹤0.01%
+104
79 80
81
82 83