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
2376
– –
-150
2377
– –
-183
2378
– –
-839
2379
– –
-194
2380
– –
-39
2381
– –
-60
2382
– –
-24
2383
$0 ﹤0.01%
24,500
2384
$0 ﹤0.01%
3
2385
$0 ﹤0.01%
54
2386
$0 ﹤0.01%
3,333
2387
$0 ﹤0.01%
3,000
2388
$0 ﹤0.01%
150
2389
$0 ﹤0.01%
2,265
2390
– –
-53
2391
– –
-25
2392
– –
-209
2393
– –
-386
2394
– –
-198
2395
– –
-206
2396
– –
-69
2397
– –
-138
2398
– –
-53
2399
– –
-28
2400
– –
-103
94 95
96
97 98