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
251
$942K 0.03%
38,556
+7,209
252
$931K 0.03%
4,003
+35
253
$929K 0.03%
7,431
254
$926K 0.03%
8,952
+7,472
255
$922K 0.03%
17,258
+400
256
$919K 0.03%
4,695
-125
257
$876K 0.02%
38,575
-425
258
$873K 0.02%
8,337
-877
259
$859K 0.02%
9,713
+1,123
260
$843K 0.02%
2,951
-30
261
$829K 0.02%
4,806
+586
262
$827K 0.02%
4,400
-516
263
$823K 0.02%
111,035
264
$819K 0.02%
16,959
+15,076
265
$808K 0.02%
3,802
+1,070
266
$798K 0.02%
30,614
+5,699
267
$794K 0.02%
2,711
-52
268
$777K 0.02%
8,503
-246
269
$772K 0.02%
+23,117
270
$772K 0.02%
19,153
-1,478
271
$771K 0.02%
14,919
-291
272
$770K 0.02%
8,324
-1,469
273
$764K 0.02%
23,690
-203
274
$753K 0.02%
+118,474
275
$751K 0.02%
32,963
-5,996
9 10
11
12 13