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
1351
$7.74K ﹤0.01%
294
+114
1352
$7.73K ﹤0.01%
99
+91
1353
$7.71K ﹤0.01%
100
1354
$7.7K ﹤0.01%
+1,450
1355
$7.66K ﹤0.01%
73
+3
1356
$7.63K ﹤0.01%
53
+36
1357
$7.63K ﹤0.01%
363
-17,467
1358
$7.63K ﹤0.01%
147
+39
1359
$7.62K ﹤0.01%
171
+18
1360
$7.58K ﹤0.01%
48
+8
1361
$7.55K ﹤0.01%
279
+142
1362
$7.54K ﹤0.01%
460
+366
1363
$7.48K ﹤0.01%
405
1364
$7.48K ﹤0.01%
170
-17
1365
$7.48K ﹤0.01%
412
+4
1366
$7.46K ﹤0.01%
216
+172
1367
$7.45K ﹤0.01%
149
+97
1368
$7.44K ﹤0.01%
48
+5
1369
$7.41K ﹤0.01%
22
+3
1370
$7.4K ﹤0.01%
50
+15
1371
$7.4K ﹤0.01%
30
+1
1372
$7.39K ﹤0.01%
80
+1
1373
$7.38K ﹤0.01%
120
+103
1374
$7.36K ﹤0.01%
180
+74
1375
$7.35K ﹤0.01%
+239
53 54
55
56 57