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
801
$39.7K ﹤0.01%
240
+1
802
$39.5K ﹤0.01%
510
+45
803
$39.3K ﹤0.01%
723
+194
804
$38.7K ﹤0.01%
810
+40
805
$38.6K ﹤0.01%
460
+86
806
$38.2K ﹤0.01%
292
+14
807
$38K ﹤0.01%
956
-70
808
$37.9K ﹤0.01%
2,059
+2,000
809
$37.8K ﹤0.01%
87
+9
810
$37.8K ﹤0.01%
366
+40
811
$37.8K ﹤0.01%
3,782
+508
812
$37.6K ﹤0.01%
564
+171
813
$37.5K ﹤0.01%
110
+7
814
$37.4K ﹤0.01%
391
+36
815
$37.3K ﹤0.01%
1,614
+780
816
$37K ﹤0.01%
150
+22
817
$36.8K ﹤0.01%
598
+109
818
$36.8K ﹤0.01%
2,225
819
$36.7K ﹤0.01%
394
820
$36.1K ﹤0.01%
391
+1
821
$35.9K ﹤0.01%
3,813
-1,634
822
$35.7K ﹤0.01%
476
+141
823
$35.7K ﹤0.01%
734
+24
824
$35.7K ﹤0.01%
2,035
+991
825
$35.6K ﹤0.01%
1,000
31 32
33
34 35