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
676
$63.3K ﹤0.01%
359
+3
677
$63.3K ﹤0.01%
898
+230
678
$63.2K ﹤0.01%
1,176
+172
679
$62.9K ﹤0.01%
1,890
+290
680
$62.8K ﹤0.01%
494
+110
681
$62.8K ﹤0.01%
681
+664
682
$62.8K ﹤0.01%
+1,250
683
$62K ﹤0.01%
2,281
-438
684
$61.7K ﹤0.01%
691
+10
685
$61.7K ﹤0.01%
541
+150
686
$61.7K ﹤0.01%
399
+61
687
$60.8K ﹤0.01%
+250
688
$60.8K ﹤0.01%
1,376
+456
689
$60.7K ﹤0.01%
1,120
+170
690
$60.1K ﹤0.01%
1,090
+109
691
$59.8K ﹤0.01%
222
+2
692
$59.8K ﹤0.01%
1,160
+780
693
$59.6K ﹤0.01%
415
+173
694
$59.5K ﹤0.01%
1,770
+450
695
$59.3K ﹤0.01%
1,392
+1,353
696
$59.1K ﹤0.01%
741
-2
697
$59K ﹤0.01%
149
+29
698
$58.7K ﹤0.01%
6,287
+760
699
$58.4K ﹤0.01%
+2,500
700
$58.3K ﹤0.01%
151
+30
26 27
28
29 30