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
1076
$16.4K ﹤0.01%
99
1077
$16.4K ﹤0.01%
941
-39
1078
$16.4K ﹤0.01%
230
+28
1079
$16.4K ﹤0.01%
196
+49
1080
$16.4K ﹤0.01%
143
+3
1081
$16.3K ﹤0.01%
133
1082
$16.3K ﹤0.01%
422
+110
1083
$16.3K ﹤0.01%
697
+354
1084
$16.3K ﹤0.01%
890
+37
1085
$16.3K ﹤0.01%
1,609
1086
$16.1K ﹤0.01%
1,138
1087
$16.1K ﹤0.01%
179
+168
1088
$16.1K ﹤0.01%
152
+72
1089
$16K ﹤0.01%
582
-615
1090
$16K ﹤0.01%
277
+178
1091
$15.9K ﹤0.01%
162
1092
$15.9K ﹤0.01%
128
-7
1093
$15.8K ﹤0.01%
72
+2
1094
$15.7K ﹤0.01%
148
+43
1095
$15.7K ﹤0.01%
471
+18
1096
$15.7K ﹤0.01%
140
+19
1097
$15.6K ﹤0.01%
132
+3
1098
$15.6K ﹤0.01%
+1,000
1099
$15.5K ﹤0.01%
307
+7
1100
$15.4K ﹤0.01%
258
-21
42 43
44
45 46