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
526
$126K ﹤0.01%
3,932
-120
527
$126K ﹤0.01%
5,892
-2,508
528
$123K ﹤0.01%
1,815
+270
529
$122K ﹤0.01%
950
530
$122K ﹤0.01%
6,671
+219
531
$121K ﹤0.01%
680
+50
532
$120K ﹤0.01%
+934
533
$120K ﹤0.01%
1,745
+45
534
$120K ﹤0.01%
1,979
+345
535
$119K ﹤0.01%
2,907
+40
536
$119K ﹤0.01%
526
+57
537
$119K ﹤0.01%
1,500
538
$118K ﹤0.01%
577
+306
539
$118K ﹤0.01%
2,687
+179
540
$116K ﹤0.01%
1,923
-962
541
$116K ﹤0.01%
886
+237
542
$116K ﹤0.01%
628
543
$115K ﹤0.01%
5,697
+968
544
$113K ﹤0.01%
376
-45
545
$112K ﹤0.01%
+7,382
546
$111K ﹤0.01%
767
547
$110K ﹤0.01%
868
+38
548
$109K ﹤0.01%
1,266
+404
549
$109K ﹤0.01%
574
+29
550
$108K ﹤0.01%
2,935
+308
20 21
22
23 24