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
726
$52.2K ﹤0.01%
1,166
-629
727
$51.8K ﹤0.01%
+589
728
$51.6K ﹤0.01%
200
+24
729
$51.5K ﹤0.01%
431
+95
730
$51.2K ﹤0.01%
435
+7
731
$51.1K ﹤0.01%
1,582
+13
732
$51K ﹤0.01%
703
+148
733
$50.9K ﹤0.01%
1,000
734
$50.8K ﹤0.01%
683
-84
735
$50.8K ﹤0.01%
649
+165
736
$50.6K ﹤0.01%
766
-306
737
$50.2K ﹤0.01%
769
-13
738
$50K ﹤0.01%
1,063
739
$50K ﹤0.01%
406
+46
740
$49.9K ﹤0.01%
2,911
-571
741
$49.8K ﹤0.01%
271
+8
742
$49.7K ﹤0.01%
2,058
+283
743
$49.5K ﹤0.01%
153
+89
744
$49.2K ﹤0.01%
574
+15
745
$49.2K ﹤0.01%
2,688
746
$49.1K ﹤0.01%
194
+51
747
$49K ﹤0.01%
172
+46
748
$48.8K ﹤0.01%
608
-52
749
$48.7K ﹤0.01%
278
+13
750
$48.7K ﹤0.01%
338
+29
28 29
30
31 32