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
1001
$20K ﹤0.01%
295
+63
1002
$19.9K ﹤0.01%
61
+40
1003
$19.9K ﹤0.01%
164
+1
1004
$19.8K ﹤0.01%
+1,381
1005
$19.7K ﹤0.01%
361
1006
$19.7K ﹤0.01%
915
+789
1007
$19.7K ﹤0.01%
286
+192
1008
$19.6K ﹤0.01%
1,018
+326
1009
$19.5K ﹤0.01%
173
+12
1010
$19.5K ﹤0.01%
375
1011
$19.4K ﹤0.01%
219
-46
1012
$19.4K ﹤0.01%
214
+64
1013
$19.4K ﹤0.01%
+382
1014
$19.2K ﹤0.01%
247
-131
1015
$19.2K ﹤0.01%
760
+256
1016
$19.1K ﹤0.01%
36
-2
1017
$19.1K ﹤0.01%
155
+69
1018
$19K ﹤0.01%
280
+19
1019
$19K ﹤0.01%
677
-20
1020
$18.9K ﹤0.01%
343
+71
1021
$18.9K ﹤0.01%
487
-41
1022
$18.8K ﹤0.01%
621
+405
1023
$18.8K ﹤0.01%
66
-19
1024
$18.7K ﹤0.01%
89
-54
1025
$18.7K ﹤0.01%
110
-8
39 40
41
42 43