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
1226
$10.7K ﹤0.01%
165
+52
1227
$10.7K ﹤0.01%
78
-30
1228
$10.7K ﹤0.01%
115
+60
1229
$10.6K ﹤0.01%
576
+172
1230
$10.6K ﹤0.01%
697
+21
1231
$10.6K ﹤0.01%
57
+17
1232
$10.6K ﹤0.01%
169
+74
1233
$10.5K ﹤0.01%
+436
1234
$10.5K ﹤0.01%
74
+4
1235
$10.5K ﹤0.01%
392
+186
1236
$10.4K ﹤0.01%
172
1237
$10.4K ﹤0.01%
228
-7
1238
$10.3K ﹤0.01%
375
+28
1239
$10.3K ﹤0.01%
458
+61
1240
$10.3K ﹤0.01%
1,084
+686
1241
$10.2K ﹤0.01%
187
-65
1242
$10.2K ﹤0.01%
221
-18
1243
$10.2K ﹤0.01%
1,467
+782
1244
$10.2K ﹤0.01%
230
+12
1245
$10.2K ﹤0.01%
425
+174
1246
$10.1K ﹤0.01%
393
+203
1247
$10.1K ﹤0.01%
108
+5
1248
$10.1K ﹤0.01%
86
-37
1249
$10.1K ﹤0.01%
65
+12
1250
$10.1K ﹤0.01%
+200
48 49
50
51 52