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
1176
$12.1K ﹤0.01%
161
+11
1177
$12.1K ﹤0.01%
418
+237
1178
$12.1K ﹤0.01%
1,158
-229
1179
$12.1K ﹤0.01%
+523
1180
$12.1K ﹤0.01%
357
1181
$12K ﹤0.01%
170
+70
1182
$11.9K ﹤0.01%
68
+5
1183
$11.9K ﹤0.01%
269
+172
1184
$11.9K ﹤0.01%
352
+156
1185
$11.8K ﹤0.01%
55
1186
$11.7K ﹤0.01%
168
-14
1187
$11.7K ﹤0.01%
4,680
1188
$11.7K ﹤0.01%
168
+46
1189
$11.7K ﹤0.01%
77
-10
1190
$11.7K ﹤0.01%
108
+41
1191
$11.7K ﹤0.01%
118
1192
$11.6K ﹤0.01%
671
+180
1193
$11.6K ﹤0.01%
152
+51
1194
$11.6K ﹤0.01%
153
+53
1195
$11.5K ﹤0.01%
400
+136
1196
$11.5K ﹤0.01%
2,082
+1,073
1197
$11.4K ﹤0.01%
100
-107
1198
$11.4K ﹤0.01%
104
-12
1199
$11.3K ﹤0.01%
139
+92
1200
$11.3K ﹤0.01%
90
+30
46 47
48
49 50