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
276
$737K 0.02%
1,836
+8
277
$731K 0.02%
1,741
+576
278
$729K 0.02%
6,936
+5,541
279
$719K 0.02%
16,401
-1,015
280
$705K 0.02%
8,343
+507
281
$702K 0.02%
744
-150
282
$700K 0.02%
4,197
-19
283
$700K 0.02%
6,634
-300
284
$682K 0.02%
18,224
-794
285
$681K 0.02%
7,076
+5,634
286
$681K 0.02%
1
287
$671K 0.02%
25,678
-387
288
$665K 0.02%
5,835
+65
289
$659K 0.02%
1,575
+86
290
$649K 0.02%
3,040
-819
291
$648K 0.02%
13,444
+13,400
292
$638K 0.02%
+52,068
293
$623K 0.02%
3,363
-1,051
294
$622K 0.02%
1,216
+36
295
$608K 0.02%
9,864
296
$603K 0.02%
2,083
+65
297
$592K 0.02%
8,405
+140
298
$591K 0.02%
1,144
+3
299
$588K 0.02%
2,507
+49
300
$573K 0.02%
63,493
+63,187
10 11
12
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