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
751
$48.4K ﹤0.01%
3,711
+1,489
752
$48.4K ﹤0.01%
672
+253
753
$48.3K ﹤0.01%
1,378
+558
754
$48.2K ﹤0.01%
267
+65
755
$48K ﹤0.01%
1,553
+1,106
756
$47.7K ﹤0.01%
188
-147
757
$47K ﹤0.01%
745
-153
758
$46.9K ﹤0.01%
5,678
+1,358
759
$46.8K ﹤0.01%
+770
760
$46.5K ﹤0.01%
535
+350
761
$46.3K ﹤0.01%
1,814
+324
762
$46K ﹤0.01%
340
763
$45.9K ﹤0.01%
1,981
+799
764
$45.7K ﹤0.01%
418
+40
765
$45.6K ﹤0.01%
272
+69
766
$44.4K ﹤0.01%
+3,000
767
$44.3K ﹤0.01%
382
+206
768
$44.2K ﹤0.01%
+864
769
$44.2K ﹤0.01%
1,392
+482
770
$44K ﹤0.01%
1,057
+389
771
$43.8K ﹤0.01%
3,563
+848
772
$43.7K ﹤0.01%
2,159
+389
773
$43.2K ﹤0.01%
90
+3
774
$43.2K ﹤0.01%
443
-2,371
775
$43K ﹤0.01%
385
+138
29 30
31
32 33