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
1626
$3.72K ﹤0.01%
137
+131
1627
$3.71K ﹤0.01%
225
-100
1628
$3.71K ﹤0.01%
306
+3
1629
$3.71K ﹤0.01%
186
+120
1630
$3.7K ﹤0.01%
331
1631
$3.7K ﹤0.01%
25
+6
1632
$3.7K ﹤0.01%
+47
1633
$3.7K ﹤0.01%
59
+4
1634
$3.7K ﹤0.01%
7
1635
$3.69K ﹤0.01%
+1,475
1636
$3.69K ﹤0.01%
161
+40
1637
$3.68K ﹤0.01%
+81
1638
$3.67K ﹤0.01%
+91
1639
$3.67K ﹤0.01%
+325
1640
$3.66K ﹤0.01%
723
1641
$3.65K ﹤0.01%
140
1642
$3.62K ﹤0.01%
+221
1643
$3.62K ﹤0.01%
49
-10
1644
$3.62K ﹤0.01%
62
+6
1645
$3.61K ﹤0.01%
63
1646
$3.6K ﹤0.01%
97
1647
$3.6K ﹤0.01%
30
+1
1648
$3.59K ﹤0.01%
100
+67
1649
$3.57K ﹤0.01%
295
1650
$3.56K ﹤0.01%
50
64 65
66
67 68