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
851
$32.4K ﹤0.01%
+700
852
$32.3K ﹤0.01%
+348
853
$32.3K ﹤0.01%
2,129
-533
854
$32K ﹤0.01%
5,721
+51
855
$31.9K ﹤0.01%
526
-3
856
$31.4K ﹤0.01%
45
+19
857
$31.3K ﹤0.01%
219
-91
858
$31.1K ﹤0.01%
515
-149
859
$31.1K ﹤0.01%
+962
860
$30.9K ﹤0.01%
636
-171
861
$30.9K ﹤0.01%
892
-351
862
$30.6K ﹤0.01%
92
+22
863
$30.5K ﹤0.01%
449
+12
864
$30.4K ﹤0.01%
307
+79
865
$30.2K ﹤0.01%
248
+156
866
$30.1K ﹤0.01%
121
+41
867
$30.1K ﹤0.01%
60
+13
868
$30K ﹤0.01%
317
+179
869
$30K ﹤0.01%
938
-60
870
$30K ﹤0.01%
333
+106
871
$29.9K ﹤0.01%
1,164
-313
872
$29.9K ﹤0.01%
823
873
$29.9K ﹤0.01%
404
+63
874
$29.9K ﹤0.01%
1,505
+92
875
$29.8K ﹤0.01%
1,154
-26
33 34
35
36 37