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
2051
$1.32K ﹤0.01%
79
2052
$1.32K ﹤0.01%
45
+42
2053
$1.31K ﹤0.01%
228
-405
2054
$1.3K ﹤0.01%
227
+80
2055
$1.3K ﹤0.01%
59
+29
2056
$1.28K ﹤0.01%
12
2057
$1.28K ﹤0.01%
90
2058
$1.28K ﹤0.01%
77
-283
2059
$1.27K ﹤0.01%
301
-171
2060
$1.27K ﹤0.01%
27
-130
2061
$1.25K ﹤0.01%
67
-237
2062
$1.24K ﹤0.01%
214
2063
$1.24K ﹤0.01%
115
2064
$1.24K ﹤0.01%
+45
2065
$1.23K ﹤0.01%
32
2066
$1.23K ﹤0.01%
38
-97
2067
$1.22K ﹤0.01%
7
-3
2068
$1.2K ﹤0.01%
51
+1
2069
$1.2K ﹤0.01%
+170
2070
$1.19K ﹤0.01%
+33
2071
$1.19K ﹤0.01%
189
2072
$1.19K ﹤0.01%
+73
2073
$1.18K ﹤0.01%
78
-8
2074
$1.18K ﹤0.01%
32
2075
$1.17K ﹤0.01%
52
-6
81 82
83
84 85