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
476
$164K ﹤0.01%
1,110
+199
477
$162K ﹤0.01%
2,000
+120
478
$162K ﹤0.01%
905
-29
479
$161K ﹤0.01%
2,723
+118
480
$161K ﹤0.01%
1,585
481
$159K ﹤0.01%
1,321
+192
482
$158K ﹤0.01%
5,226
+978
483
$157K ﹤0.01%
1,333
-143
484
$156K ﹤0.01%
+9,458
485
$156K ﹤0.01%
262
+13
486
$155K ﹤0.01%
220
-19
487
$151K ﹤0.01%
4,758
-2,578
488
$150K ﹤0.01%
1,860
+108
489
$150K ﹤0.01%
1,076
-146
490
$150K ﹤0.01%
3,338
-65,738
491
$149K ﹤0.01%
+3,003
492
$149K ﹤0.01%
+2,330
493
$148K ﹤0.01%
2,917
-7,127
494
$148K ﹤0.01%
3,869
+368
495
$148K ﹤0.01%
2,411
+611
496
$147K ﹤0.01%
2,050
-296
497
$147K ﹤0.01%
4,477
+980
498
$146K ﹤0.01%
728
+38
499
$146K ﹤0.01%
742
+88
500
$146K ﹤0.01%
718
+38
18 19
20
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