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
876
$29.3K ﹤0.01%
336
877
$29.3K ﹤0.01%
190
-356
878
$29K ﹤0.01%
717
+360
879
$29K ﹤0.01%
802
+182
880
$28.8K ﹤0.01%
377
-34
881
$28.8K ﹤0.01%
565
882
$28.7K ﹤0.01%
167
+6
883
$28.7K ﹤0.01%
510
+207
884
$28.4K ﹤0.01%
1,922
+138
885
$28.4K ﹤0.01%
758
886
$28.3K ﹤0.01%
+700
887
$28.2K ﹤0.01%
550
+93
888
$28.2K ﹤0.01%
+647
889
$28.1K ﹤0.01%
351
+319
890
$28.1K ﹤0.01%
231
+21
891
$28.1K ﹤0.01%
333
+36
892
$27.8K ﹤0.01%
516
+279
893
$27.2K ﹤0.01%
700
+48
894
$27.1K ﹤0.01%
283
-194
895
$27.1K ﹤0.01%
293
+137
896
$27K ﹤0.01%
1,422
+1,232
897
$27K ﹤0.01%
460
-50
898
$27K ﹤0.01%
214
+8
899
$26.7K ﹤0.01%
2,024
900
$26.6K ﹤0.01%
75
34 35
36
37 38