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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
2301
– –
-15,568
2302
– –
-97
2303
– –
-208
2304
– –
-20
2305
– –
-365
2306
– –
-626
2307
– –
-137
2308
– –
-19
2309
– –
-16
2310
– –
-464
2311
– –
-750
2312
– –
-282
2313
– –
-28
2314
– –
-53
2315
– –
-1,200
2316
– –
-120
2317
– –
-104
2318
– –
-34
2319
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-314
2320
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-72
2321
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-336
2322
– –
-5
2323
– –
-625
2324
– –
-300
2325
– –
-38
91 92
93
94 95