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
1376
$7.3K ﹤0.01%
118
+49
1377
$7.3K ﹤0.01%
69
+5
1378
$7.28K ﹤0.01%
125
1379
$7.26K ﹤0.01%
98
+39
1380
$7.26K ﹤0.01%
+100
1381
$7.22K ﹤0.01%
227
1382
$7.19K ﹤0.01%
171
+153
1383
$7.19K ﹤0.01%
+89
1384
$7.19K ﹤0.01%
232
+156
1385
$7.16K ﹤0.01%
276
+234
1386
$7.11K ﹤0.01%
63
+3
1387
$7.1K ﹤0.01%
96
-14
1388
$7.09K ﹤0.01%
197
-13
1389
$7.07K ﹤0.01%
+63
1390
$7.06K ﹤0.01%
757
-167
1391
$7.05K ﹤0.01%
183
+44
1392
$7.05K ﹤0.01%
628
+154
1393
$6.99K ﹤0.01%
345
1394
$6.98K ﹤0.01%
170
-52
1395
$6.96K ﹤0.01%
49
+2
1396
$6.93K ﹤0.01%
67
-10
1397
$6.9K ﹤0.01%
155
+72
1398
$6.89K ﹤0.01%
382
+366
1399
$6.86K ﹤0.01%
263
+32
1400
$6.86K ﹤0.01%
364
+61
54 55
56
57 58