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
1426
$6.37K ﹤0.01%
+130
1427
$6.36K ﹤0.01%
55
+1
1428
$6.33K ﹤0.01%
142
-12
1429
$6.31K ﹤0.01%
45
+31
1430
$6.31K ﹤0.01%
26
-2
1431
$6.3K ﹤0.01%
77
+51
1432
$6.3K ﹤0.01%
469
+362
1433
$6.3K ﹤0.01%
776
+71
1434
$6.3K ﹤0.01%
123
-22
1435
$6.28K ﹤0.01%
21
+4
1436
$6.22K ﹤0.01%
44
+2
1437
$6.21K ﹤0.01%
982
+924
1438
$6.2K ﹤0.01%
58
1439
$6.18K ﹤0.01%
28
+1
1440
$6.16K ﹤0.01%
148
+140
1441
$6.14K ﹤0.01%
133
+111
1442
$6.14K ﹤0.01%
+396
1443
$6.13K ﹤0.01%
198
+165
1444
$6.13K ﹤0.01%
100
1445
$6.11K ﹤0.01%
351
+213
1446
$6.11K ﹤0.01%
59
+11
1447
$6.1K ﹤0.01%
33
1448
$6.09K ﹤0.01%
1,007
+823
1449
$6.08K ﹤0.01%
362
+275
1450
$6.07K ﹤0.01%
46
56 57
58
59 60