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
1501
$5.34K ﹤0.01%
+181
1502
$5.32K ﹤0.01%
258
-6,923
1503
$5.32K ﹤0.01%
24
1504
$5.3K ﹤0.01%
156
+13
1505
$5.3K ﹤0.01%
727
1506
$5.28K ﹤0.01%
+159
1507
$5.25K ﹤0.01%
120
+53
1508
$5.25K ﹤0.01%
166
+29
1509
$5.21K ﹤0.01%
102
+93
1510
$5.2K ﹤0.01%
+191
1511
$5.2K ﹤0.01%
+243
1512
$5.19K ﹤0.01%
30
-4
1513
$5.17K ﹤0.01%
38
+16
1514
$5.15K ﹤0.01%
+105
1515
$5.13K ﹤0.01%
189
1516
$5.12K ﹤0.01%
193
+169
1517
$5.11K ﹤0.01%
245
1518
$5.08K ﹤0.01%
+586
1519
$5.07K ﹤0.01%
71
-5
1520
$5.06K ﹤0.01%
228
1521
$5.06K ﹤0.01%
125
1522
$5.03K ﹤0.01%
85
+23
1523
$5.02K ﹤0.01%
+277
1524
$5.02K ﹤0.01%
545
+36
1525
$5K ﹤0.01%
95
59 60
61
62 63