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
1326
$8.22K ﹤0.01%
225
+66
1327
$8.2K ﹤0.01%
+140
1328
$8.2K ﹤0.01%
537
+135
1329
$8.19K ﹤0.01%
172
1330
$8.17K ﹤0.01%
117
+40
1331
$8.15K ﹤0.01%
233
+130
1332
$8.14K ﹤0.01%
+127
1333
$8.11K ﹤0.01%
270
+211
1334
$8.1K ﹤0.01%
555
+403
1335
$8.07K ﹤0.01%
522
+501
1336
$8.05K ﹤0.01%
202
-988
1337
$8.03K ﹤0.01%
224
-288
1338
$8.01K ﹤0.01%
116
+99
1339
$8K ﹤0.01%
406
+338
1340
$7.96K ﹤0.01%
449
1341
$7.96K ﹤0.01%
59
-3
1342
$7.95K ﹤0.01%
+611
1343
$7.91K ﹤0.01%
550
+378
1344
$7.88K ﹤0.01%
145
-4
1345
$7.88K ﹤0.01%
246
-47
1346
$7.87K ﹤0.01%
79
-19
1347
$7.84K ﹤0.01%
154
+108
1348
$7.8K ﹤0.01%
313
1349
$7.8K ﹤0.01%
52
+2
1350
$7.77K ﹤0.01%
+335
52 53
54
55 56