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
301
$573K 0.02%
24,405
+17,945
302
$567K 0.02%
1,680
+1,520
303
$565K 0.02%
4,674
-331
304
$557K 0.02%
6,031
+1,094
305
$537K 0.02%
8,996
-859
306
$537K 0.02%
7,666
+6,816
307
$535K 0.02%
10,278
-3,070
308
$534K 0.02%
+41,100
309
$532K 0.01%
4,118
-56
310
$530K 0.01%
5,469
-28
311
$525K 0.01%
8,638
+7,678
312
$519K 0.01%
7,470
+1,741
313
$516K 0.01%
2,916
+214
314
$516K 0.01%
988
-160
315
$498K 0.01%
4,495
+18
316
$497K 0.01%
288
-49
317
$492K 0.01%
42,629
+21,729
318
$491K 0.01%
8,687
+332
319
$490K 0.01%
6,470
-632
320
$484K 0.01%
2,617
-650
321
$481K 0.01%
5,385
+724
322
$480K 0.01%
1,895
-47
323
$472K 0.01%
4,916
+4,863
324
$471K 0.01%
3,423
+643
325
$466K 0.01%
2,643
-390
11 12
13
14 15