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
201
$1.92M 0.05%
18,055
-18,271
202
$1.89M 0.05%
30,235
+537
203
$1.89M 0.05%
17,888
-2,520
204
$1.87M 0.05%
27,632
-928
205
$1.83M 0.05%
29,269
-423
206
$1.78M 0.05%
8,265
+801
207
$1.77M 0.05%
14,189
-15,956
208
$1.76M 0.05%
6,310
-239
209
$1.75M 0.05%
15,036
+328
210
$1.72M 0.05%
12,607
+4,903
211
$1.71M 0.05%
18,541
+9,514
212
$1.65M 0.04%
25,229
-2,456
213
$1.62M 0.04%
34,146
+1,752
214
$1.61M 0.04%
47,620
-66,379
215
$1.55M 0.04%
1,963
-202
216
$1.49M 0.04%
51,143
+3,868
217
$1.49M 0.04%
15,873
+3,723
218
$1.47M 0.04%
20,823
+3,857
219
$1.44M 0.04%
14,692
+12
220
$1.43M 0.04%
6,008
-4,022
221
$1.35M 0.04%
5,240
+108
222
$1.34M 0.04%
10,887
+245
223
$1.29M 0.03%
49,131
+7,191
224
$1.27M 0.03%
13,952
225
$1.26M 0.03%
16,070
+246
7 8
9
10 11