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
1276
$9.33K ﹤0.01%
1,350
1277
$9.32K ﹤0.01%
110
1278
$9.3K ﹤0.01%
193
+34
1279
$9.28K ﹤0.01%
1,037
+923
1280
$9.21K ﹤0.01%
86
1281
$9.2K ﹤0.01%
230
1282
$9.13K ﹤0.01%
346
1283
$9.11K ﹤0.01%
395
-127
1284
$9.08K ﹤0.01%
387
+359
1285
$9.05K ﹤0.01%
60
+2
1286
$9.02K ﹤0.01%
203
+196
1287
$9.02K ﹤0.01%
100
1288
$9.01K ﹤0.01%
122
1289
$8.99K ﹤0.01%
164
+115
1290
$8.97K ﹤0.01%
367
+25
1291
$8.96K ﹤0.01%
209
+64
1292
$8.94K ﹤0.01%
107
+55
1293
$8.89K ﹤0.01%
289
+175
1294
$8.88K ﹤0.01%
426
+48
1295
$8.88K ﹤0.01%
180
1296
$8.87K ﹤0.01%
163
-9
1297
$8.85K ﹤0.01%
252
1298
$8.84K ﹤0.01%
259
1299
$8.83K ﹤0.01%
258
+35
1300
$8.78K ﹤0.01%
44
+11
50 51
52
53 54