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
826
$35.6K ﹤0.01%
414
+136
827
$35.5K ﹤0.01%
738
+201
828
$35.5K ﹤0.01%
418
+136
829
$35.2K ﹤0.01%
941
-136
830
$35.2K ﹤0.01%
1,054
-2,935
831
$34.9K ﹤0.01%
1,273
+89
832
$34.8K ﹤0.01%
613
+33
833
$34.5K ﹤0.01%
455
-25
834
$34.3K ﹤0.01%
633
835
$34.3K ﹤0.01%
1,126
-11,424
836
$34.3K ﹤0.01%
1,096
+468
837
$33.9K ﹤0.01%
261
+5
838
$33.9K ﹤0.01%
1,988
+429
839
$33.8K ﹤0.01%
1,191
-5
840
$33.5K ﹤0.01%
135
+106
841
$33.4K ﹤0.01%
663
+503
842
$33.3K ﹤0.01%
442
+89
843
$33K ﹤0.01%
440
+210
844
$32.9K ﹤0.01%
371
-6
845
$32.9K ﹤0.01%
428
+197
846
$32.7K ﹤0.01%
4
847
$32.6K ﹤0.01%
997
-174
848
$32.6K ﹤0.01%
384
+91
849
$32.4K ﹤0.01%
444
+34
850
$32.4K ﹤0.01%
133
+39
32 33
34
35 36