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
2076
$1.16K ﹤0.01%
+82
2077
$1.16K ﹤0.01%
95
2078
$1.16K ﹤0.01%
86
-79
2079
$1.15K ﹤0.01%
69
2080
$1.15K ﹤0.01%
139
-125
2081
$1.14K ﹤0.01%
58
-8
2082
$1.13K ﹤0.01%
27
-148
2083
$1.12K ﹤0.01%
5
-9
2084
$1.12K ﹤0.01%
249
2085
$1.12K ﹤0.01%
+111
2086
$1.12K ﹤0.01%
+37
2087
$1.11K ﹤0.01%
29
-89
2088
$1.11K ﹤0.01%
+46
2089
$1.11K ﹤0.01%
+236
2090
$1.11K ﹤0.01%
56
+37
2091
$1.11K ﹤0.01%
35
2092
$1.1K ﹤0.01%
106
+37
2093
$1.1K ﹤0.01%
27
-21
2094
$1.1K ﹤0.01%
57
-450
2095
$1.1K ﹤0.01%
73
+38
2096
$1.1K ﹤0.01%
38
2097
$1.08K ﹤0.01%
188
-376
2098
$1.08K ﹤0.01%
442
-255
2099
$1.08K ﹤0.01%
102
+42
2100
$1.07K ﹤0.01%
+47