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
2151
$819 ﹤0.01%
+46
2152
$811 ﹤0.01%
+29
2153
$805 ﹤0.01%
239
2154
$805 ﹤0.01%
4
2155
$805 ﹤0.01%
+145
2156
$793 ﹤0.01%
22
2157
$792 ﹤0.01%
+80
2158
$792 ﹤0.01%
28
2159
$786 ﹤0.01%
23
-18
2160
$784 ﹤0.01%
32
-80
2161
$783 ﹤0.01%
19
-125
2162
$781 ﹤0.01%
+53
2163
$768 ﹤0.01%
6
2164
$761 ﹤0.01%
+12
2165
$759 ﹤0.01%
64
-66
2166
$758 ﹤0.01%
10
2167
$753 ﹤0.01%
+32
2168
$752 ﹤0.01%
28
-43
2169
$749 ﹤0.01%
+58
2170
$748 ﹤0.01%
+40
2171
$740 ﹤0.01%
+26
2172
$736 ﹤0.01%
20
-71
2173
$735 ﹤0.01%
53
-15
2174
$733 ﹤0.01%
52
+24
2175
$731 ﹤0.01%
+32