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
551
$108K ﹤0.01%
805
+125
552
$107K ﹤0.01%
1,436
+1,431
553
$107K ﹤0.01%
4,000
554
$107K ﹤0.01%
1,826
555
$107K ﹤0.01%
664
+8
556
$106K ﹤0.01%
513
+15
557
$106K ﹤0.01%
337
+38
558
$106K ﹤0.01%
540
+32
559
$105K ﹤0.01%
4,000
560
$105K ﹤0.01%
478
+179
561
$103K ﹤0.01%
497
-133
562
$103K ﹤0.01%
375
+28
563
$103K ﹤0.01%
4,805
+189
564
$102K ﹤0.01%
1,938
+1,808
565
$102K ﹤0.01%
4,337
+386
566
$101K ﹤0.01%
2,385
+2,100
567
$101K ﹤0.01%
1,935
568
$100K ﹤0.01%
1,023
-85
569
$100K ﹤0.01%
1,704
+126
570
$99.6K ﹤0.01%
1,476
+131
571
$99.1K ﹤0.01%
482
+26
572
$96.6K ﹤0.01%
1,560
+215
573
$96.5K ﹤0.01%
941
+19
574
$96.3K ﹤0.01%
1,043
-43
575
$95.9K ﹤0.01%
3,123
-379
21 22
23
24 25