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
101
$7.81M 0.22%
91,539
+3,917
102
$7.66M 0.21%
95,905
-5,258
103
$7.62M 0.21%
44,435
-1,099
104
$7.56M 0.21%
61,017
-1,846
105
$7.52M 0.21%
221,806
+4,709
106
$7.45M 0.21%
37,586
-1,229
107
$7.25M 0.2%
64,054
-3,245
108
$7.09M 0.2%
24,476
-2,183
109
$6.94M 0.19%
13,942
-292
110
$6.92M 0.19%
84,049
-3,007
111
$6.83M 0.19%
61,848
-2,821
112
$6.67M 0.19%
19,496
-910
113
$6.48M 0.18%
62,187
+27,646
114
$6.42M 0.18%
112,016
-3,212
115
$6.17M 0.17%
31,988
+3,411
116
$6.11M 0.17%
37,522
-2,006
117
$5.91M 0.17%
109,180
-4,871
118
$5.88M 0.17%
11,176
+136
119
$5.87M 0.16%
78,530
+9,723
120
$5.86M 0.16%
138,162
-3,455
121
$5.62M 0.16%
39,309
+3,614
122
$5.58M 0.16%
18,634
-2,346
123
$5.43M 0.15%
39,453
-915
124
$5.42M 0.15%
59,392
-53,572
125
$5.33M 0.15%
169,652
+5,230
3 4
5
6 7