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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
2351
– –
-151
2352
– –
-380
2353
– –
-161
2354
– –
-201
2355
– –
-2,193
2356
– –
-93
2357
– –
-158
2358
– –
-31
2359
– –
-54
2360
– –
-100
2361
– –
-11
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– –
-200
2363
– –
-2,000
2364
– –
-98
2365
– –
-48
2366
– –
-5,629
2367
$0 ﹤0.01%
300
2368
$0 ﹤0.01%
24
2369
$0 ﹤0.01%
1,300
2370
$0 ﹤0.01%
3
2371
$0 ﹤0.01%
54
2372
$0 ﹤0.01%
3,333
2373
– –
-8,700
2374
$0 ﹤0.01%
3,000
2375
$0 ﹤0.01%
150
92 93 94
95
96