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
776
$42.8K ﹤0.01%
1,021
+219
777
$42.5K ﹤0.01%
950
-88
778
$42.4K ﹤0.01%
125
-2
779
$42.3K ﹤0.01%
1,978
780
$42.2K ﹤0.01%
1,040
+44
781
$41.9K ﹤0.01%
816
+267
782
$41.6K ﹤0.01%
580
+78
783
$41.6K ﹤0.01%
272
-104
784
$41.5K ﹤0.01%
444
+402
785
$41.4K ﹤0.01%
226
+62
786
$41.4K ﹤0.01%
557
-44
787
$41.3K ﹤0.01%
983
+116
788
$41.3K ﹤0.01%
149
+30
789
$41.3K ﹤0.01%
319
+143
790
$41.1K ﹤0.01%
634
-79
791
$41K ﹤0.01%
2,749
+672
792
$41K ﹤0.01%
179
+27
793
$40.9K ﹤0.01%
1,476
794
$40.8K ﹤0.01%
749
+98
795
$40.5K ﹤0.01%
142
+29
796
$40.5K ﹤0.01%
1,488
+181
797
$40.2K ﹤0.01%
451
+251
798
$40.1K ﹤0.01%
281
+22
799
$40K ﹤0.01%
+12,300
800
$39.8K ﹤0.01%
1,365
-743
30 31
32
33 34