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
1901
$1.52K ﹤0.01%
22
+1
1902
$1.52K ﹤0.01%
38
+19
1903
$1.51K ﹤0.01%
39
+19
1904
$1.51K ﹤0.01%
20
-11
1905
$1.51K ﹤0.01%
114
+102
1906
$1.5K ﹤0.01%
31
1907
$1.49K ﹤0.01%
56
+52
1908
$1.48K ﹤0.01%
239
1909
$1.47K ﹤0.01%
9
+6
1910
$1.47K ﹤0.01%
390
1911
$1.47K ﹤0.01%
35
+16
1912
$1.47K ﹤0.01%
43
1913
$1.47K ﹤0.01%
37
1914
$1.46K ﹤0.01%
27
-4
1915
$1.46K ﹤0.01%
390
+313
1916
$1.44K ﹤0.01%
72
-38
1917
$1.44K ﹤0.01%
66
-21
1918
$1.43K ﹤0.01%
62
1919
$1.43K ﹤0.01%
69
1920
$1.43K ﹤0.01%
100
1921
$1.42K ﹤0.01%
79
-2
1922
$1.42K ﹤0.01%
+16
1923
$1.4K ﹤0.01%
15
-14
1924
$1.39K ﹤0.01%
153
1925
$1.38K ﹤0.01%
99
+65
75 76
77
78 79