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
1301
$8.78K ﹤0.01%
995
+787
1302
$8.77K ﹤0.01%
1,059
-55
1303
$8.76K ﹤0.01%
30
+4
1304
$8.76K ﹤0.01%
178
+82
1305
$8.75K ﹤0.01%
151
+4
1306
$8.74K ﹤0.01%
35
+9
1307
$8.71K ﹤0.01%
316
+98
1308
$8.67K ﹤0.01%
+352
1309
$8.64K ﹤0.01%
84
+43
1310
$8.64K ﹤0.01%
114
+23
1311
$8.62K ﹤0.01%
425
-451
1312
$8.6K ﹤0.01%
134
+124
1313
$8.57K ﹤0.01%
141
+56
1314
$8.51K ﹤0.01%
114
1315
$8.5K ﹤0.01%
314
+79
1316
$8.39K ﹤0.01%
1,270
+16
1317
$8.35K ﹤0.01%
75
-3
1318
$8.32K ﹤0.01%
+125
1319
$8.31K ﹤0.01%
178
+45
1320
$8.3K ﹤0.01%
46
+26
1321
$8.29K ﹤0.01%
+103
1322
$8.29K ﹤0.01%
105
1323
$8.26K ﹤0.01%
169
+52
1324
$8.24K ﹤0.01%
+171
1325
$8.24K ﹤0.01%
284
51 52
53
54 55