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
2076
$758 ﹤0.01%
65
2077
$755 ﹤0.01%
+18
2078
$752 ﹤0.01%
+158
2079
$744 ﹤0.01%
+79
2080
$737 ﹤0.01%
4
2081
$734 ﹤0.01%
47
-13
2082
$726 ﹤0.01%
5
-2
2083
$723 ﹤0.01%
+11
2084
$721 ﹤0.01%
+14
2085
$715 ﹤0.01%
+6
2086
$713 ﹤0.01%
9
2087
$708 ﹤0.01%
58
-138
2088
$697 ﹤0.01%
19
2089
$686 ﹤0.01%
25
2090
$685 ﹤0.01%
22
2091
$659 ﹤0.01%
49
2092
$657 ﹤0.01%
6
2093
$656 ﹤0.01%
50
2094
$651 ﹤0.01%
25
2095
$642 ﹤0.01%
11
2096
$635 ﹤0.01%
+36
2097
$622 ﹤0.01%
33
-123
2098
$621 ﹤0.01%
13
-33
2099
$615 ﹤0.01%
+20
2100
$612 ﹤0.01%
46
82 83
84
85 86