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
2101
$1.07K ﹤0.01%
150
-42
2102
$1.07K ﹤0.01%
176
+44
2103
$1.06K ﹤0.01%
145
-115
2104
$1.06K ﹤0.01%
18
2105
$1.06K ﹤0.01%
+22
2106
$1.05K ﹤0.01%
+45
2107
$1.05K ﹤0.01%
44
-131
2108
$1.05K ﹤0.01%
49
-40
2109
$1.05K ﹤0.01%
+110
2110
$1.03K ﹤0.01%
24
-20
2111
$1.03K ﹤0.01%
+243
2112
$1.03K ﹤0.01%
64
+2
2113
$1.03K ﹤0.01%
36
2114
$1.03K ﹤0.01%
42
2115
$1.01K ﹤0.01%
+62
2116
$1.01K ﹤0.01%
66
-66
2117
$1.01K ﹤0.01%
9
+1
2118
$1K ﹤0.01%
33
2119
$999 ﹤0.01%
84
2120
$996 ﹤0.01%
+116
2121
$995 ﹤0.01%
70
+19
2122
$982 ﹤0.01%
97
-482
2123
$974 ﹤0.01%
18
-182
2124
$967 ﹤0.01%
88
2125
$959 ﹤0.01%
23
+16
83 84
85
86 87