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
501
$145K ﹤0.01%
3,378
+619
502
$145K ﹤0.01%
4,445
-101
503
$143K ﹤0.01%
1,861
+74
504
$143K ﹤0.01%
2,066
+53
505
$140K ﹤0.01%
4,976
+448
506
$140K ﹤0.01%
329
+30
507
$139K ﹤0.01%
1,774
-22
508
$138K ﹤0.01%
3,665
-304
509
$137K ﹤0.01%
1,037
510
$137K ﹤0.01%
2,403
+430
511
$137K ﹤0.01%
1,041
-16
512
$136K ﹤0.01%
821
+514
513
$135K ﹤0.01%
2,271
+87
514
$134K ﹤0.01%
5,762
+3,041
515
$134K ﹤0.01%
1,476
-72
516
$133K ﹤0.01%
967
+350
517
$133K ﹤0.01%
565
-447
518
$133K ﹤0.01%
1,217
+74
519
$133K ﹤0.01%
586
+30
520
$133K ﹤0.01%
2,041
-10
521
$132K ﹤0.01%
631
+401
522
$131K ﹤0.01%
219
-6
523
$131K ﹤0.01%
993
-100
524
$129K ﹤0.01%
2,437
+950
525
$129K ﹤0.01%
505
-24
19 20
21
22 23