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
1251
$10K ﹤0.01%
141
1252
$10K ﹤0.01%
151
+19
1253
$9.99K ﹤0.01%
77
1254
$9.96K ﹤0.01%
154
+110
1255
$9.94K ﹤0.01%
238
1256
$9.88K ﹤0.01%
+175
1257
$9.88K ﹤0.01%
105
1258
$9.87K ﹤0.01%
283
+29
1259
$9.75K ﹤0.01%
+56
1260
$9.69K ﹤0.01%
54
+5
1261
$9.68K ﹤0.01%
122
+7
1262
$9.65K ﹤0.01%
99
1263
$9.64K ﹤0.01%
49
1264
$9.59K ﹤0.01%
707
+446
1265
$9.58K ﹤0.01%
+269
1266
$9.56K ﹤0.01%
50
+3
1267
$9.52K ﹤0.01%
335
+315
1268
$9.51K ﹤0.01%
56
+4
1269
$9.5K ﹤0.01%
83
+15
1270
$9.49K ﹤0.01%
57
+2
1271
$9.47K ﹤0.01%
926
+195
1272
$9.41K ﹤0.01%
268
1273
$9.4K ﹤0.01%
246
1274
$9.39K ﹤0.01%
621
+576
1275
$9.35K ﹤0.01%
396
+36