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
651
$69.5K ﹤0.01%
1,187
+94
652
$69.4K ﹤0.01%
464
-18
653
$69.2K ﹤0.01%
696
+105
654
$68.9K ﹤0.01%
710
+142
655
$68.8K ﹤0.01%
796
+16
656
$68.6K ﹤0.01%
952
+66
657
$68.5K ﹤0.01%
209
+79
658
$67.6K ﹤0.01%
671
+529
659
$67.4K ﹤0.01%
2,430
-183
660
$67.1K ﹤0.01%
466
+109
661
$67K ﹤0.01%
1,357
-1,397
662
$66.8K ﹤0.01%
588
+215
663
$66.6K ﹤0.01%
255
-7
664
$66.5K ﹤0.01%
1,254
+213
665
$66.4K ﹤0.01%
785
-118
666
$66.3K ﹤0.01%
+5,044
667
$66K ﹤0.01%
680
+219
668
$65.8K ﹤0.01%
1,170
+167
669
$65.2K ﹤0.01%
830
-100
670
$65.1K ﹤0.01%
1,417
+166
671
$65K ﹤0.01%
140
-14
672
$64.8K ﹤0.01%
833
+265
673
$64.3K ﹤0.01%
646
+471
674
$63.7K ﹤0.01%
706
+143
675
$63.3K ﹤0.01%
702
-14
25 26
27
28 29