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
576
$95.6K ﹤0.01%
768
+104
577
$95.5K ﹤0.01%
228
+25
578
$95.4K ﹤0.01%
1,903
579
$95.2K ﹤0.01%
56
+14
580
$95.1K ﹤0.01%
5,142
-2,426
581
$93.8K ﹤0.01%
+14,794
582
$93.7K ﹤0.01%
3,035
-339
583
$93.5K ﹤0.01%
2,621
+184
584
$92.7K ﹤0.01%
1,008
+136
585
$92.1K ﹤0.01%
593
+8
586
$91.6K ﹤0.01%
537
+327
587
$90.4K ﹤0.01%
1,249
-3
588
$90.3K ﹤0.01%
199
+25
589
$89.8K ﹤0.01%
971
+150
590
$89.4K ﹤0.01%
1,053
+108
591
$88.6K ﹤0.01%
2,503
+2,336
592
$88.3K ﹤0.01%
2,113
+992
593
$88.3K ﹤0.01%
1,026
+13
594
$88.1K ﹤0.01%
1,532
-10,536
595
$87.7K ﹤0.01%
1,150
-543
596
$87.6K ﹤0.01%
2,381
597
$86.5K ﹤0.01%
+3,537
598
$86.4K ﹤0.01%
1,325
+567
599
$86.2K ﹤0.01%
1,601
+205
600
$86.1K ﹤0.01%
530
+20
22 23
24
25 26