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
2201
$594 ﹤0.01%
6
-72
2202
$591 ﹤0.01%
55
-44
2203
$587 ﹤0.01%
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2204
$571 ﹤0.01%
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2205
$570 ﹤0.01%
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$561 ﹤0.01%
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$560 ﹤0.01%
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2208
$557 ﹤0.01%
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$538 ﹤0.01%
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2210
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2211
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$518 ﹤0.01%
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$511 ﹤0.01%
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$508 ﹤0.01%
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2215
$504 ﹤0.01%
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2216
$499 ﹤0.01%
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2217
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$489 ﹤0.01%
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$489 ﹤0.01%
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2220
$476 ﹤0.01%
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2221
$468 ﹤0.01%
6
2222
$466 ﹤0.01%
+18
2223
$459 ﹤0.01%
+38
2224
$457 ﹤0.01%
+18
2225
$457 ﹤0.01%
7