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
HLMN icon
2101
Hillman Solutions
HLMN
$1.73B
$1.07K ﹤0.01%
150
-42
RLGT icon
2102
Radiant Logistics
RLGT
$289M
$1.07K ﹤0.01%
176
+44
GOGL
2103
DELISTED
Golden Ocean Group
GOGL
$1.06K ﹤0.01%
145
-115
CBSH icon
2104
Commerce Bancshares
CBSH
$7.2B
$1.06K ﹤0.01%
17
LAZ icon
2105
Lazard
LAZ
$4.79B
$1.06K ﹤0.01%
+22
EPC icon
2106
Edgewell Personal Care
EPC
$870M
$1.05K ﹤0.01%
+45
BE icon
2107
Bloom Energy
BE
$32B
$1.05K ﹤0.01%
44
-131
OSCR icon
2108
Oscar Health
OSCR
$5.1B
$1.05K ﹤0.01%
49
-40
JAMF icon
2109
Jamf
JAMF
$1.71B
$1.05K ﹤0.01%
+110
NGVT icon
2110
Ingevity
NGVT
$1.74B
$1.03K ﹤0.01%
24
-20
SHLS icon
2111
Shoals Technologies Group
SHLS
$1.52B
$1.03K ﹤0.01%
+243
QNST icon
2112
QuinStreet
QNST
$792M
$1.03K ﹤0.01%
64
+2
MCBS icon
2113
MetroCity Bankshares
MCBS
$667M
$1.03K ﹤0.01%
36
STVN icon
2114
Stevanato
STVN
$6.58B
$1.03K ﹤0.01%
42
RDW icon
2115
Redwire
RDW
$1.08B
$1.01K ﹤0.01%
+62
CMCO icon
2116
Columbus McKinnon
CMCO
$450M
$1.01K ﹤0.01%
66
-66
KWR icon
2117
Quaker Houghton
KWR
$2.39B
$1.01K ﹤0.01%
9
+1
PWOD
2118
DELISTED
Penns Woods Bancorp
PWOD
$1K ﹤0.01%
33
GAMB icon
2119
Gambling.com
GAMB
$237M
$999 ﹤0.01%
84
SXC icon
2120
SunCoke Energy
SXC
$573M
$996 ﹤0.01%
+116
MXL icon
2121
MaxLinear
MXL
$1.29B
$995 ﹤0.01%
70
+19
GTM
2122
ZoomInfo Technologies
GTM
$3.29B
$982 ﹤0.01%
97
-482
PEGA icon
2123
Pegasystems
PEGA
$10B
$974 ﹤0.01%
18
-182
CTLP icon
2124
Cantaloupe
CTLP
$778M
$967 ﹤0.01%
88
ASTE icon
2125
Astec Industries
ASTE
$1.03B
$959 ﹤0.01%
23
+16