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
1451
$6.03K ﹤0.01%
82
1452
$6.03K ﹤0.01%
63
+28
1453
$6K ﹤0.01%
155
+67
1454
$5.98K ﹤0.01%
353
+31
1455
$5.9K ﹤0.01%
34
+18
1456
$5.9K ﹤0.01%
220
+179
1457
$5.89K ﹤0.01%
124
+103
1458
$5.88K ﹤0.01%
841
1459
$5.84K ﹤0.01%
482
+204
1460
$5.81K ﹤0.01%
+40
1461
$5.81K ﹤0.01%
+210
1462
$5.81K ﹤0.01%
148
+105
1463
$5.79K ﹤0.01%
167
+10
1464
$5.79K ﹤0.01%
355
1465
$5.76K ﹤0.01%
+291
1466
$5.75K ﹤0.01%
271
+25
1467
$5.72K ﹤0.01%
91
+71
1468
$5.68K ﹤0.01%
157
-14
1469
$5.67K ﹤0.01%
+100
1470
$5.66K ﹤0.01%
85
+4
1471
$5.66K ﹤0.01%
1,525
1472
$5.66K ﹤0.01%
80
1473
$5.66K ﹤0.01%
14
+11
1474
$5.65K ﹤0.01%
337
-43
1475
$5.64K ﹤0.01%
119
+61
57 58
59
60 61