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
1101
$15.4K ﹤0.01%
160
+16
1102
$15.3K ﹤0.01%
497
1103
$15.3K ﹤0.01%
233
-36
1104
$15.3K ﹤0.01%
65
+39
1105
$15.2K ﹤0.01%
332
+171
1106
$15.1K ﹤0.01%
812
+66
1107
$15K ﹤0.01%
10,000
1108
$15K ﹤0.01%
245
+94
1109
$14.8K ﹤0.01%
180
+6
1110
$14.8K ﹤0.01%
950
+30
1111
$14.7K ﹤0.01%
424
1112
$14.7K ﹤0.01%
170
+55
1113
$14.7K ﹤0.01%
683
+46
1114
$14.6K ﹤0.01%
63
-45
1115
$14.5K ﹤0.01%
+150
1116
$14.4K ﹤0.01%
273
-17
1117
$14.3K ﹤0.01%
173
+78
1118
$14.2K ﹤0.01%
2,100
1119
$14.2K ﹤0.01%
85
-9
1120
$14.2K ﹤0.01%
294
+71
1121
$14.1K ﹤0.01%
469
+199
1122
$14.1K ﹤0.01%
47
+12
1123
$14.1K ﹤0.01%
81
+46
1124
$14K ﹤0.01%
120
+42
1125
$14K ﹤0.01%
165
43 44
45
46 47