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
426
$217K 0.01%
2,305
+57
427
$216K 0.01%
918
-41
428
$214K 0.01%
595
+59
429
$214K 0.01%
+14,457
430
$213K 0.01%
2,605
+263
431
$213K 0.01%
2,797
+75
432
$213K 0.01%
+9,047
433
$213K 0.01%
4,000
434
$212K 0.01%
1,254
+166
435
$211K 0.01%
3,172
+3,164
436
$210K 0.01%
9,857
437
$210K 0.01%
3,789
+49
438
$209K 0.01%
+28,100
439
$208K 0.01%
3,452
-566
440
$208K 0.01%
2,706
+19
441
$208K 0.01%
341
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442
$207K 0.01%
7,565
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443
$207K 0.01%
169
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444
$206K 0.01%
1,879
-65
445
$205K 0.01%
1,191
-26
446
$204K 0.01%
2,207
+100
447
$203K 0.01%
1,201
-38
448
$203K 0.01%
1,147
+67
449
$201K 0.01%
1,846
+62
450
$201K 0.01%
1,087
-755
16 17
18
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