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 +$6.56M
2 +$5.09M
3 +$4.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.63M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.5M

Top Sells

1 +$6.75M
2 +$6.75M
3 +$4.64M
4
NOC icon
Northrop Grumman
NOC
+$4.36M
5
NEM icon
Newmont
NEM
+$3.54M

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
2376
-240
2377
-25
2378
$0 ﹤0.01%
300
2379
$0 ﹤0.01%
24
2380
-100
2381
$0 ﹤0.01%
1,300
2382
$0 ﹤0.01%
24,500
2383
$0 ﹤0.01%
3
2384
$0 ﹤0.01%
54
2385
$0 ﹤0.01%
3,333
2386
$0 ﹤0.01%
3,000
2387
$0 ﹤0.01%
150
2388
$0 ﹤0.01%
2,265
2389
-111
2390
-152
2391
-236
2392
-402
2393
-61
2394
-71
2395
-6
2396
-44
2397
-240
2398
-81
2399
-38
2400
-80