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
1401
$6.85K ﹤0.01%
75
+6
1402
$6.8K ﹤0.01%
28
-4
1403
$6.79K ﹤0.01%
78
+32
1404
$6.77K ﹤0.01%
88
-26
1405
$6.77K ﹤0.01%
295
1406
$6.75K ﹤0.01%
178
+127
1407
$6.73K ﹤0.01%
922
+401
1408
$6.67K ﹤0.01%
+164
1409
$6.65K ﹤0.01%
398
-46
1410
$6.64K ﹤0.01%
429
+385
1411
$6.64K ﹤0.01%
102
1412
$6.63K ﹤0.01%
1,448
-89
1413
$6.58K ﹤0.01%
+49
1414
$6.57K ﹤0.01%
88
-19
1415
$6.57K ﹤0.01%
170
-444
1416
$6.54K ﹤0.01%
86
-130
1417
$6.53K ﹤0.01%
101
+17
1418
$6.53K ﹤0.01%
84
1419
$6.49K ﹤0.01%
529
1420
$6.47K ﹤0.01%
76
+7
1421
$6.46K ﹤0.01%
+272
1422
$6.42K ﹤0.01%
276
+237
1423
$6.4K ﹤0.01%
590
-565
1424
$6.4K ﹤0.01%
127
+5
1425
$6.38K ﹤0.01%
+327
55 56
57
58 59