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
2426
-32
2427
-51
2428
-7
2429
-301
2430
-54
2431
-864
2432
-263
2433
-152
2434
-18
2435
-156
2436
-127
2437
-53
2438
-25
2439
-209
2440
-386
2441
-198
2442
-1,394
2443
-8
2444
-337
2445
-33
2446
-218
2447
-55
2448
-10
2449
-45
2450
-2,064