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
2301
$153 ﹤0.01%
22
2302
$151 ﹤0.01%
41
2303
$148 ﹤0.01%
+10
2304
$144 ﹤0.01%
9
-159
2305
$142 ﹤0.01%
7
2306
$141 ﹤0.01%
5
-299
2307
$136 ﹤0.01%
+15
2308
$135 ﹤0.01%
4
2309
$134 ﹤0.01%
+11
2310
$132 ﹤0.01%
6
-16
2311
$127 ﹤0.01%
2
2312
$125 ﹤0.01%
21
-750
2313
$122 ﹤0.01%
3
-47
2314
$118 ﹤0.01%
3
2315
$117 ﹤0.01%
+6
2316
$116 ﹤0.01%
+14
2317
$97 ﹤0.01%
+8
2318
$94 ﹤0.01%
+2
2319
$88 ﹤0.01%
1
2320
$86 ﹤0.01%
4
2321
$76 ﹤0.01%
4
2322
$75 ﹤0.01%
537
2323
$74 ﹤0.01%
2
2324
$64 ﹤0.01%
2
2325
$41 ﹤0.01%
1