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
901
$26.6K ﹤0.01%
+1,500
902
$26.6K ﹤0.01%
5,176
+185
903
$26.4K ﹤0.01%
242
+120
904
$26.4K ﹤0.01%
1,333
905
$26.4K ﹤0.01%
1,253
+625
906
$26.4K ﹤0.01%
247
-63
907
$26.4K ﹤0.01%
1,214
908
$26.3K ﹤0.01%
707
-224
909
$26.3K ﹤0.01%
4,449
910
$26.2K ﹤0.01%
4,824
911
$26.2K ﹤0.01%
392
912
$26.2K ﹤0.01%
940
+17
913
$26.1K ﹤0.01%
2,520
+604
914
$26K ﹤0.01%
4,422
+52
915
$26K ﹤0.01%
308
+5
916
$25.8K ﹤0.01%
+1,098
917
$25.6K ﹤0.01%
417
+58
918
$25.6K ﹤0.01%
146
+20
919
$25.6K ﹤0.01%
119
+75
920
$25.5K ﹤0.01%
202
+13
921
$25.5K ﹤0.01%
1,371
+323
922
$25.4K ﹤0.01%
586
+121
923
$25.4K ﹤0.01%
673
+156
924
$25.4K ﹤0.01%
238
+76
925
$25.2K ﹤0.01%
163
+32