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
1201
$11.3K ﹤0.01%
137
1202
$11.3K ﹤0.01%
618
1203
$11.2K ﹤0.01%
241
1204
$11.2K ﹤0.01%
78
+28
1205
$11.2K ﹤0.01%
390
+182
1206
$11.2K ﹤0.01%
226
+26
1207
$11.2K ﹤0.01%
132
1208
$11.1K ﹤0.01%
1,147
-314
1209
$11.1K ﹤0.01%
196
+38
1210
$11.1K ﹤0.01%
73
+4
1211
$11.1K ﹤0.01%
85
1212
$11.1K ﹤0.01%
70
+40
1213
$11.1K ﹤0.01%
93
-70
1214
$11K ﹤0.01%
460
+13
1215
$11K ﹤0.01%
393
1216
$11K ﹤0.01%
434
+90
1217
$10.9K ﹤0.01%
81
1218
$10.9K ﹤0.01%
118
+99
1219
$10.9K ﹤0.01%
627
1220
$10.8K ﹤0.01%
48
+29
1221
$10.8K ﹤0.01%
1,452
1222
$10.8K ﹤0.01%
261
+143
1223
$10.7K ﹤0.01%
30
+5
1224
$10.7K ﹤0.01%
358
+11
1225
$10.7K ﹤0.01%
350
+42
47 48
49
50 51