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
701
$58.2K ﹤0.01%
742
+127
702
$58.1K ﹤0.01%
259
+25
703
$57.9K ﹤0.01%
2,052
+17
704
$57.4K ﹤0.01%
1,000
705
$57.2K ﹤0.01%
135
+6
706
$57K ﹤0.01%
1,518
707
$56.5K ﹤0.01%
436
+38
708
$56.3K ﹤0.01%
121
+7
709
$56.3K ﹤0.01%
511
-28
710
$56.2K ﹤0.01%
262
+139
711
$56.1K ﹤0.01%
+3,966
712
$56.1K ﹤0.01%
223
+32
713
$55.8K ﹤0.01%
654
+8
714
$55.5K ﹤0.01%
1,000
715
$55.4K ﹤0.01%
1,524
+91
716
$54.2K ﹤0.01%
291
+2
717
$54.1K ﹤0.01%
663
+63
718
$53.8K ﹤0.01%
4,322
-1,198
719
$53.4K ﹤0.01%
649
+233
720
$52.9K ﹤0.01%
10,715
+7,405
721
$52.7K ﹤0.01%
773
+162
722
$52.6K ﹤0.01%
1,037
-1,725
723
$52.5K ﹤0.01%
281
+23
724
$52.4K ﹤0.01%
327
+21
725
$52.3K ﹤0.01%
2,596
+2,000
27 28
29
30 31