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
326
$466K 0.01%
3,861
-86
327
$465K 0.01%
1,134
+61
328
$462K 0.01%
1,929
-91
329
$457K 0.01%
8,424
-2,250
330
$454K 0.01%
2,668
-764
331
$452K 0.01%
+40,000
332
$450K 0.01%
2,401
+70
333
$443K 0.01%
+34,700
334
$442K 0.01%
8,544
-594
335
$436K 0.01%
921
+827
336
$434K 0.01%
1,278
-425
337
$434K 0.01%
8,685
338
$431K 0.01%
4,297
+467
339
$427K 0.01%
3,250
340
$422K 0.01%
+5,025
341
$422K 0.01%
7,351
+871
342
$416K 0.01%
10,885
+10,824
343
$415K 0.01%
24,065
+1,641
344
$401K 0.01%
5,424
+437
345
$397K 0.01%
5,130
-192
346
$386K 0.01%
4,032
-550
347
$383K 0.01%
5,062
+2,309
348
$381K 0.01%
4,187
+133
349
$380K 0.01%
4,816
+2,176
350
$376K 0.01%
7,798
+6,940
12 13
14
15 16