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
376
$320K 0.01%
4,775
+426
377
$316K 0.01%
2,819
+2,495
378
$313K 0.01%
3,977
-1,542
379
$310K 0.01%
3,117
+538
380
$310K 0.01%
4,569
+88
381
$306K 0.01%
1,135
382
$304K 0.01%
14,523
-32,586
383
$296K 0.01%
4,098
-52
384
$295K 0.01%
+20,000
385
$295K 0.01%
92
+51
386
$293K 0.01%
1,187
+18
387
$290K 0.01%
3,051
-1,248
388
$289K 0.01%
1,294
-260
389
$288K 0.01%
29,389
+29,156
390
$286K 0.01%
10,470
+5,403
391
$285K 0.01%
855
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392
$284K 0.01%
12,017
+2,238
393
$282K 0.01%
994
-16
394
$280K 0.01%
1,163
+601
395
$280K 0.01%
2,748
-856
396
$280K 0.01%
972
+34
397
$275K 0.01%
1,191
+67
398
$273K 0.01%
1,867
+1,122
399
$273K 0.01%
738
-15
400
$272K 0.01%
2,500
14 15
16
17 18