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
226
$1.33M 0.04%
22,107
-8,088
227
$1.32M 0.04%
10,963
+4,486
228
$1.3M 0.04%
13,876
-1,077
229
$1.29M 0.04%
28,065
-6,728
230
$1.29M 0.04%
14,185
-71
231
$1.28M 0.04%
11,981
+2,838
232
$1.24M 0.03%
1,965
-5,829
233
$1.23M 0.03%
32,313
-11,441
234
$1.2M 0.03%
16,180
+16,174
235
$1.2M 0.03%
113,723
+109,950
236
$1.19M 0.03%
4,034
-44
237
$1.18M 0.03%
16,765
+16,307
238
$1.18M 0.03%
15,293
-908
239
$1.18M 0.03%
13,644
-537
240
$1.16M 0.03%
17,281
-1,195
241
$1.15M 0.03%
35,015
-766
242
$1.13M 0.03%
3,052
-512
243
$1.09M 0.03%
2,245
-313
244
$1.07M 0.03%
18,227
+664
245
$1.06M 0.03%
3,277
+5
246
$1.04M 0.03%
51,405
+4,440
247
$973K 0.03%
5,929
-32
248
$966K 0.03%
3,433
-9,146
249
$964K 0.03%
5,884
-44
250
$959K 0.03%
+22,920
8 9
10
11 12