MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
SITE icon
2026
SiteOne Landscape Supply
SITE
$5.47B
$1.45K ﹤0.01%
12
-29
QBTS icon
2027
D-Wave Quantum
QBTS
$10.3B
$1.45K ﹤0.01%
99
KW icon
2028
Kennedy-Wilson Holdings
KW
$1.3B
$1.44K ﹤0.01%
212
-3,611
WK icon
2029
Workiva
WK
$5B
$1.44K ﹤0.01%
21
-10
BBIO icon
2030
BridgeBio Pharma
BBIO
$11.9B
$1.43K ﹤0.01%
33
-10
HASI icon
2031
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.04B
$1.42K ﹤0.01%
53
-67
CMPR icon
2032
Cimpress
CMPR
$1.51B
$1.41K ﹤0.01%
+30
IXUS icon
2033
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$1.39K ﹤0.01%
18
ADUS icon
2034
Addus HomeCare
ADUS
$2.09B
$1.38K ﹤0.01%
12
BOKF icon
2035
BOK Financial
BOKF
$6.84B
$1.37K ﹤0.01%
+14
DGII icon
2036
Digi International
DGII
$1.31B
$1.36K ﹤0.01%
39
+35
BANC icon
2037
Banc of California
BANC
$2.66B
$1.35K ﹤0.01%
96
NWL icon
2038
Newell Brands
NWL
$1.33B
$1.34K ﹤0.01%
249
+11
COLM icon
2039
Columbia Sportswear
COLM
$2.78B
$1.34K ﹤0.01%
22
-359
IAC icon
2040
IAC Inc
IAC
$2.57B
$1.34K ﹤0.01%
36
-208
FUBO icon
2041
FuboTV Inc
FUBO
$1.33B
$1.34K ﹤0.01%
348
-24
PBI icon
2042
Pitney Bowes
PBI
$1.52B
$1.34K ﹤0.01%
123
ACAD icon
2043
Acadia Pharmaceuticals
ACAD
$3.82B
$1.34K ﹤0.01%
+62
PAX icon
2044
Patria Investments
PAX
$2.34B
$1.34K ﹤0.01%
95
-251
WNS
2045
DELISTED
WNS Holdings
WNS
$1.33K ﹤0.01%
21
-61
EOLS icon
2046
Evolus
EOLS
$425M
$1.33K ﹤0.01%
144
-138
RXST icon
2047
RxSight
RXST
$385M
$1.33K ﹤0.01%
+102
BPOP icon
2048
Popular Inc
BPOP
$7.67B
$1.32K ﹤0.01%
12
-4
CMRE icon
2049
Costamare
CMRE
$1.61B
$1.32K ﹤0.01%
145
-440
CCC
2050
CCC Intelligent Solutions
CCC
$4.89B
$1.32K ﹤0.01%
+140