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
926
$25.2K ﹤0.01%
107
+40
927
$25.1K ﹤0.01%
684
+306
928
$25K ﹤0.01%
119
+50
929
$24.9K ﹤0.01%
407
+33
930
$24.9K ﹤0.01%
693
+160
931
$24.9K ﹤0.01%
133
+19
932
$24.9K ﹤0.01%
110
+34
933
$24.5K ﹤0.01%
500
934
$24.4K ﹤0.01%
+1,922
935
$24.3K ﹤0.01%
1,438
+44
936
$24.3K ﹤0.01%
67
-37
937
$24.2K ﹤0.01%
349
+49
938
$24.1K ﹤0.01%
870
+29
939
$24K ﹤0.01%
417
-564
940
$23.9K ﹤0.01%
209
+97
941
$23.9K ﹤0.01%
5,068
+1,637
942
$23.7K ﹤0.01%
422
+66
943
$23.6K ﹤0.01%
656
+97
944
$23.5K ﹤0.01%
766
+152
945
$23.5K ﹤0.01%
+1,133
946
$23.4K ﹤0.01%
537
-55
947
$23.4K ﹤0.01%
2,974
+320
948
$23.3K ﹤0.01%
298
+30
949
$23.2K ﹤0.01%
320
+8
950
$23.2K ﹤0.01%
11
+4
36 37
38
39 40