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
76
$11.2M 0.31%
20,702
+15,970
77
$11M 0.31%
54,409
-2,372
78
$10.9M 0.31%
19,011
+6,546
79
$10.7M 0.3%
141,268
-18,146
80
$10.5M 0.3%
169,205
-4,994
81
$10.5M 0.29%
181,219
-34,049
82
$10.4M 0.29%
27,675
-606
83
$10.3M 0.29%
30,919
+2,777
84
$10.2M 0.29%
36,477
-1,441
85
$10M 0.28%
79,624
+26,182
86
$9.9M 0.28%
39,038
+190
87
$9.87M 0.28%
29,744
+7,057
88
$9.61M 0.27%
59,414
+7,620
89
$9.49M 0.27%
118,230
-1,250
90
$9.11M 0.26%
35,916
-792
91
$8.83M 0.25%
83,346
-5,313
92
$8.79M 0.25%
75,780
-9,698
93
$8.71M 0.24%
362,707
+148,365
94
$8.67M 0.24%
61,837
-1,788
95
$8.61M 0.24%
56,032
+32,039
96
$8.58M 0.24%
18,564
-299
97
$8.29M 0.23%
182,906
+447
98
$8.28M 0.23%
32,545
-553
99
$8.02M 0.23%
67,697
-920
100
$7.9M 0.22%
51,013
-1,627
2 3
4
5 6