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
1126
$14K ﹤0.01%
182
1127
$14K ﹤0.01%
537
+421
1128
$14K ﹤0.01%
16
1129
$13.9K ﹤0.01%
117
+32
1130
$13.8K ﹤0.01%
90
1131
$13.8K ﹤0.01%
542
+166
1132
$13.8K ﹤0.01%
509
+158
1133
$13.8K ﹤0.01%
88
+4
1134
$13.8K ﹤0.01%
386
+48
1135
$13.8K ﹤0.01%
59
+24
1136
$13.8K ﹤0.01%
1,185
1137
$13.7K ﹤0.01%
127
+68
1138
$13.7K ﹤0.01%
110
+6
1139
$13.7K ﹤0.01%
221
-8
1140
$13.6K ﹤0.01%
88
-22
1141
$13.5K ﹤0.01%
86
1142
$13.4K ﹤0.01%
101
+3
1143
$13.3K ﹤0.01%
183
+93
1144
$13.3K ﹤0.01%
12
+4
1145
$13.3K ﹤0.01%
356
+202
1146
$13.3K ﹤0.01%
241
-19
1147
$13.2K ﹤0.01%
123
+64
1148
$13.2K ﹤0.01%
81
1149
$13.2K ﹤0.01%
84
+21
1150
$13.2K ﹤0.01%
252
-1
44 45
46
47 48