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
2251
$368 ﹤0.01%
11
2252
$368 ﹤0.01%
8
-23
2253
$364 ﹤0.01%
+33
2254
$360 ﹤0.01%
9
-3
2255
$358 ﹤0.01%
62
-149
2256
$351 ﹤0.01%
7
-27
2257
$351 ﹤0.01%
13
-45
2258
$335 ﹤0.01%
+27
2259
$332 ﹤0.01%
+51
2260
$329 ﹤0.01%
8
-13
2261
$328 ﹤0.01%
58
2262
$324 ﹤0.01%
10
2263
$324 ﹤0.01%
22
2264
$320 ﹤0.01%
11
2265
$318 ﹤0.01%
6
-23
2266
$318 ﹤0.01%
7
-2
2267
$317 ﹤0.01%
6
2268
$306 ﹤0.01%
+78
2269
$306 ﹤0.01%
+42
2270
$305 ﹤0.01%
12
-7
2271
$305 ﹤0.01%
+4
2272
$297 ﹤0.01%
11
2273
$296 ﹤0.01%
32
-173
2274
$292 ﹤0.01%
40
-167
2275
$283 ﹤0.01%
+16
89 90
91
92 93