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
+$17.5M
2
+$8.65M
3
+$8.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.26M
5
QCOM icon
Qualcomm
QCOM
+$5.25M

Top Sells

1
+$8.62M
2
+$6.73M
3
+$5.67M
4
SBUX icon
Starbucks
SBUX
+$5.18M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.86M

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
2276
$73 ﹤0.01%
+4
2277
$70 ﹤0.01%
537
2278
$68 ﹤0.01%
29
2279
$61 ﹤0.01%
+4
2280
$56 ﹤0.01%
4
-4
2281
$49 ﹤0.01%
+2
2282
$37 ﹤0.01%
1
2283
$18 ﹤0.01%
36
2284
$16 ﹤0.01%
157
2285
$1 ﹤0.01%
+1
2286
– –
-5
2287
– –
-107
2288
– –
-3
2289
– –
-230
2290
– –
-24
2291
– –
-107
2292
– –
-5
2293
– –
-445
2294
– –
-13
2295
– –
-1,250
2296
– –
-160
2297
– –
-876
2298
– –
-1,564
2299
– –
-20
2300
– –
-14
90 91
92
93 94