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
2026
$1.45K ﹤0.01%
12
-29
2027
$1.45K ﹤0.01%
99
2028
$1.44K ﹤0.01%
212
-3,611
2029
$1.44K ﹤0.01%
21
-10
2030
$1.43K ﹤0.01%
33
-10
2031
$1.42K ﹤0.01%
53
-67
2032
$1.41K ﹤0.01%
+30
2033
$1.39K ﹤0.01%
18
2034
$1.38K ﹤0.01%
12
2035
$1.37K ﹤0.01%
+14
2036
$1.36K ﹤0.01%
39
+35
2037
$1.35K ﹤0.01%
96
2038
$1.34K ﹤0.01%
249
+11
2039
$1.34K ﹤0.01%
22
-359
2040
$1.34K ﹤0.01%
36
-208
2041
$1.34K ﹤0.01%
348
-24
2042
$1.34K ﹤0.01%
123
2043
$1.34K ﹤0.01%
+62
2044
$1.34K ﹤0.01%
95
-251
2045
$1.33K ﹤0.01%
21
-61
2046
$1.33K ﹤0.01%
144
-138
2047
$1.33K ﹤0.01%
+102
2048
$1.32K ﹤0.01%
12
-4
2049
$1.32K ﹤0.01%
145
-440
2050
$1.32K ﹤0.01%
+140
80 81
82
83 84