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
1151
$13.2K ﹤0.01%
51
-69
1152
$13.1K ﹤0.01%
118
+57
1153
$13.1K ﹤0.01%
142
+105
1154
$13.1K ﹤0.01%
64
-4
1155
$13.1K ﹤0.01%
301
-50
1156
$13K ﹤0.01%
550
+72
1157
$12.9K ﹤0.01%
333
-150
1158
$12.8K ﹤0.01%
111
+14
1159
$12.8K ﹤0.01%
522
-11
1160
$12.7K ﹤0.01%
351
-15
1161
$12.5K ﹤0.01%
+237
1162
$12.5K ﹤0.01%
330
+259
1163
$12.5K ﹤0.01%
115
+26
1164
$12.5K ﹤0.01%
1,345
+38
1165
$12.5K ﹤0.01%
735
+411
1166
$12.4K ﹤0.01%
237
1167
$12.4K ﹤0.01%
246
+119
1168
$12.4K ﹤0.01%
404
+257
1169
$12.3K ﹤0.01%
200
1170
$12.2K ﹤0.01%
80
-12
1171
$12.2K ﹤0.01%
108
-52
1172
$12.2K ﹤0.01%
231
+63
1173
$12.2K ﹤0.01%
60
+43
1174
$12.2K ﹤0.01%
225
+43
1175
$12.2K ﹤0.01%
90
-9
45 46
47
48 49