MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
2351
– –
-365
2352
– –
-626
2353
– –
-137
2354
– –
-19
2355
– –
-16
2356
– –
-464
2357
– –
-150
2358
– –
-282
2359
– –
-28
2360
– –
-53
2361
– –
-120
2362
– –
-104
2363
– –
-34
2364
– –
-314
2365
– –
-72
2366
– –
-336
2367
– –
-5
2368
– –
-625
2369
– –
-300
2370
– –
-38
2371
– –
-225
2372
– –
-69
2373
– –
-53
2374
– –
-122
2375
– –
-113
92 93 94
95
96