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
451
$200K 0.01%
158
-2
452
$199K 0.01%
3,479
453
$199K 0.01%
1,146
-29
454
$195K 0.01%
2,184
-53
455
$194K 0.01%
2,908
+128
456
$194K 0.01%
1,930
457
$192K 0.01%
1,451
+277
458
$188K 0.01%
2,144
-55
459
$187K 0.01%
1,801
-35
460
$186K 0.01%
2,921
+252
461
$185K 0.01%
720
-125
462
$180K 0.01%
5,000
+448
463
$179K 0.01%
+14,905
464
$177K 0.01%
+746,885
465
$177K 0.01%
8,804
+40
466
$175K ﹤0.01%
4,253
-1,529
467
$174K ﹤0.01%
2,175
+5
468
$173K ﹤0.01%
87
-5
469
$173K ﹤0.01%
1,145
-62
470
$173K ﹤0.01%
1,238
-122
471
$172K ﹤0.01%
545
+169
472
$171K ﹤0.01%
2,343
+9
473
$170K ﹤0.01%
1,438
+353
474
$168K ﹤0.01%
749
+32
475
$166K ﹤0.01%
804
+63
17 18
19
20 21