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
1051
$17.3K ﹤0.01%
97
-86
1052
$17.2K ﹤0.01%
279
+54
1053
$17.1K ﹤0.01%
466
-1,049
1054
$17.1K ﹤0.01%
55
+14
1055
$17.1K ﹤0.01%
109
1056
$17.1K ﹤0.01%
374
+7
1057
$17.1K ﹤0.01%
689
-79
1058
$17.1K ﹤0.01%
291
+96
1059
$17K ﹤0.01%
808
+58
1060
$17K ﹤0.01%
1,055
1061
$17K ﹤0.01%
117
+28
1062
$17K ﹤0.01%
195
+120
1063
$16.9K ﹤0.01%
454
+56
1064
$16.9K ﹤0.01%
+406
1065
$16.9K ﹤0.01%
890
+251
1066
$16.9K ﹤0.01%
100
+33
1067
$16.8K ﹤0.01%
250
+38
1068
$16.8K ﹤0.01%
227
1069
$16.7K ﹤0.01%
127
+32
1070
$16.6K ﹤0.01%
775
+3
1071
$16.6K ﹤0.01%
247
+72
1072
$16.6K ﹤0.01%
100
+10
1073
$16.5K ﹤0.01%
478
+184
1074
$16.5K ﹤0.01%
79
+15
1075
$16.5K ﹤0.01%
853
+795
41 42
43
44 45