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
626
$76.4K ﹤0.01%
5,935
-15,480
627
$76.2K ﹤0.01%
899
+192
628
$75.5K ﹤0.01%
1,315
+288
629
$75.4K ﹤0.01%
1,417
-205
630
$75.4K ﹤0.01%
317
+66
631
$75.3K ﹤0.01%
527
+26
632
$74.4K ﹤0.01%
2,371
-70
633
$74.4K ﹤0.01%
687
+72
634
$74.3K ﹤0.01%
2,983
+123
635
$74.3K ﹤0.01%
645
+310
636
$73.4K ﹤0.01%
1,161
+250
637
$72.8K ﹤0.01%
123
-132
638
$72.5K ﹤0.01%
531
+157
639
$72.4K ﹤0.01%
710
-142
640
$72.4K ﹤0.01%
214
-2
641
$72.3K ﹤0.01%
1,047
+110
642
$72.1K ﹤0.01%
716
+11
643
$71.6K ﹤0.01%
1,481
+231
644
$71.5K ﹤0.01%
535
+109
645
$71.3K ﹤0.01%
+712
646
$71.2K ﹤0.01%
2,193
-90
647
$70.4K ﹤0.01%
273
+108
648
$70.2K ﹤0.01%
2,977
649
$69.9K ﹤0.01%
204
+26
650
$69.7K ﹤0.01%
1,522
+693
24 25
26
27 28