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
401
$270K 0.01%
1,426
+3
402
$268K 0.01%
+22,783
403
$266K 0.01%
2,109
+123
404
$261K 0.01%
1,450
+63
405
$257K 0.01%
2,418
+435
406
$257K 0.01%
574
+527
407
$256K 0.01%
694
-782
408
$252K 0.01%
5,000
409
$252K 0.01%
+5,000
410
$249K 0.01%
3,732
-159
411
$249K 0.01%
2,102
412
$247K 0.01%
2,476
-875
413
$244K 0.01%
1,817
-2,387
414
$243K 0.01%
501
-106
415
$243K 0.01%
2,082
-200
416
$239K 0.01%
3,183
-485
417
$236K 0.01%
9,989
+1,877
418
$231K 0.01%
366
-79
419
$230K 0.01%
1,172
+169
420
$226K 0.01%
1,727
+96
421
$223K 0.01%
1,600
422
$222K 0.01%
468
+2
423
$221K 0.01%
4,100
+258
424
$221K 0.01%
3,586
-1,421
425
$220K 0.01%
12,308
+10,942
15 16
17
18 19