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
51
$19.5M 0.55%
3,926
+99
52
$18.2M 0.51%
253,244
-3,750
53
$18M 0.5%
449,698
-7,931
54
$17.6M 0.49%
33,916
+576
55
$17M 0.48%
698,119
+73,809
56
$16.8M 0.47%
41,579
-6,325
57
$16.7M 0.47%
28,429
+128
58
$16M 0.45%
205,631
+4,426
59
$15.7M 0.44%
83,956
+1,888
60
$15.6M 0.44%
416,693
+66,002
61
$15.2M 0.43%
66,597
+1,027
62
$14.9M 0.42%
138,833
+5,693
63
$14.5M 0.41%
213,252
+1,891
64
$14.4M 0.4%
15,668
+1,084
65
$14.1M 0.4%
321,004
-44,605
66
$13.3M 0.37%
63,475
-899
67
$12.8M 0.36%
155,998
-684
68
$12.7M 0.36%
27,156
+519
69
$12.5M 0.35%
125,253
-11,942
70
$12.4M 0.35%
104,948
-470
71
$12.3M 0.34%
53,850
+9,218
72
$12.2M 0.34%
57,585
+4,125
73
$12M 0.34%
107,370
-7,078
74
$11.7M 0.33%
52,787
+198
75
$11.3M 0.32%
23,356
-568
1 2
3
4 5