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
$3.56B
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,422
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.6M
3
+$8.01M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.13M
5
QCOM icon
Qualcomm
QCOM
+$4.92M

Top Sells

1
+$8.04M
2
+$5.79M
3
+$5.41M
4
SBUX icon
Starbucks
SBUX
+$4.89M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.85M

Sector Composition

1 Technology 22.02%
2 Financials 10.95%
3 Consumer Discretionary 8.73%
4 Healthcare 6.93%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.3M 0.88%
70,304
-2,831
27
$31.1M 0.87%
204,510
-13,098
28
$30.5M 0.86%
693,824
-9,014
29
$29.6M 0.83%
567,701
+49,517
30
$28.7M 0.8%
46,143
+19
31
$28.5M 0.8%
246,437
+5,718
32
$27.9M 0.78%
192,704
-55,601
33
$27.8M 0.78%
135,569
-1,870
34
$27.2M 0.76%
466,665
-83,336
35
$26.5M 0.74%
229,845
-1,190
36
$26.4M 0.74%
95,451
+2,782
37
$25.6M 0.72%
50,557
+1,233
38
$25.5M 0.72%
322,815
+1,725
39
$24.9M 0.7%
280,020
+21,644
40
$24.9M 0.7%
47,931
-3,514
41
$24.4M 0.68%
67,641
-1,516
42
$23.2M 0.65%
329,636
+56,650
43
$23.2M 0.65%
100,915
-188
44
$23.1M 0.65%
102,345
-4,504
45
$22.5M 0.63%
38,366
+29,659
46
$21.7M 0.61%
92,639
+3,080
47
$21.4M 0.6%
20,830
-2,026
48
$20.6M 0.58%
56,875
+561
49
$19.8M 0.56%
824,205
+85,619
50
$19.5M 0.55%
55,457
-2,233
1
2
3 4 5