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
2226
$455 ﹤0.01%
+33
2227
$454 ﹤0.01%
+30
2228
$451 ﹤0.01%
94
-85
2229
$451 ﹤0.01%
+36
2230
$450 ﹤0.01%
+36
2231
$449 ﹤0.01%
17
2232
$449 ﹤0.01%
23
-76
2233
$443 ﹤0.01%
11
-141
2234
$441 ﹤0.01%
8
2235
$437 ﹤0.01%
18
+9
2236
$420 ﹤0.01%
102
-620
2237
$418 ﹤0.01%
32
-1,904
2238
$412 ﹤0.01%
9
2239
$411 ﹤0.01%
51
-254
2240
$400 ﹤0.01%
9
-32
2241
$399 ﹤0.01%
9
2242
$398 ﹤0.01%
34
-5
2243
$386 ﹤0.01%
7
2244
$386 ﹤0.01%
28
-7
2245
$384 ﹤0.01%
12
-38
2246
$381 ﹤0.01%
36
+23
2247
$375 ﹤0.01%
10
2248
$373 ﹤0.01%
+41
2249
$373 ﹤0.01%
9,300
2250
$371 ﹤0.01%
3
88 89
90
91 92