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
1026
$18.7K ﹤0.01%
134
-3
1027
$18.6K ﹤0.01%
188
+1
1028
$18.5K ﹤0.01%
591
+154
1029
$18.5K ﹤0.01%
295
+243
1030
$18.5K ﹤0.01%
840
+477
1031
$18.4K ﹤0.01%
126
-7
1032
$18.4K ﹤0.01%
457
-96
1033
$18.3K ﹤0.01%
136
+12
1034
$18.3K ﹤0.01%
416
+387
1035
$18.2K ﹤0.01%
99
-28
1036
$18.1K ﹤0.01%
141
+80
1037
$18.1K ﹤0.01%
181
+5
1038
$18.1K ﹤0.01%
85
+4
1039
$18.1K ﹤0.01%
154
+8
1040
$18K ﹤0.01%
569
+119
1041
$18K ﹤0.01%
346
+44
1042
$17.9K ﹤0.01%
293
1043
$17.8K ﹤0.01%
135
+15
1044
$17.8K ﹤0.01%
1,026
+906
1045
$17.8K ﹤0.01%
260
-11
1046
$17.7K ﹤0.01%
346
+198
1047
$17.6K ﹤0.01%
464
-193
1048
$17.6K ﹤0.01%
83
+1
1049
$17.5K ﹤0.01%
75
+21
1050
$17.3K ﹤0.01%
41
40 41
42
43 44