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
951
$23.2K ﹤0.01%
+1,612
952
$23.2K ﹤0.01%
635
953
$23.1K ﹤0.01%
85
+1
954
$23K ﹤0.01%
154
+53
955
$22.9K ﹤0.01%
174
956
$22.9K ﹤0.01%
1,516
+392
957
$22.5K ﹤0.01%
275
958
$22.5K ﹤0.01%
233
+102
959
$22.5K ﹤0.01%
630
+288
960
$22.4K ﹤0.01%
398
+373
961
$22.3K ﹤0.01%
+247
962
$22.3K ﹤0.01%
244
-293
963
$22.2K ﹤0.01%
765
+231
964
$22.1K ﹤0.01%
595
+8
965
$22.1K ﹤0.01%
595
+145
966
$22.1K ﹤0.01%
541
+102
967
$22K ﹤0.01%
1,257
968
$21.9K ﹤0.01%
445
+154
969
$21.8K ﹤0.01%
687
+603
970
$21.8K ﹤0.01%
1,408
+311
971
$21.7K ﹤0.01%
1,283
+284
972
$21.7K ﹤0.01%
641
-148
973
$21.7K ﹤0.01%
66
+8
974
$21.6K ﹤0.01%
103
+34
975
$21.5K ﹤0.01%
206
-82
37 38
39
40 41