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
601
$85.7K ﹤0.01%
738
-96
602
$84.7K ﹤0.01%
240
+58
603
$84.5K ﹤0.01%
671
-162
604
$83.1K ﹤0.01%
1,844
+34
605
$82K ﹤0.01%
808
+37
606
$81.8K ﹤0.01%
2,662
+108
607
$81.4K ﹤0.01%
918
+212
608
$81.2K ﹤0.01%
354
+50
609
$80.9K ﹤0.01%
2,387
+282
610
$80.8K ﹤0.01%
1,599
-487
611
$80.6K ﹤0.01%
277
+28
612
$80.3K ﹤0.01%
3,980
+328
613
$80.3K ﹤0.01%
425
-61
614
$80K ﹤0.01%
707
-522
615
$79.7K ﹤0.01%
1,502
+252
616
$79.7K ﹤0.01%
1,689
+1,265
617
$79.3K ﹤0.01%
1,719
+236
618
$79K ﹤0.01%
594
619
$78.8K ﹤0.01%
173
+3
620
$78.2K ﹤0.01%
419
+18
621
$78K ﹤0.01%
448
-70
622
$77.8K ﹤0.01%
135
+21
623
$77.3K ﹤0.01%
187
-174
624
$77.2K ﹤0.01%
2,644
+294
625
$77K ﹤0.01%
1,341
+25
23 24
25
26 27