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
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-1,564
2302
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-20
2303
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2304
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2305
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2307
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2308
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2309
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2310
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2311
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-365
2312
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2313
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2314
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2315
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-150
2316
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2317
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2318
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-53
2319
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-1,200
2320
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2321
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2322
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2323
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2324
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2325
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91 92
93
94 95