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
126
$5.3M 0.15%
77,434
+776
127
$5.25M 0.15%
52,982
+4,225
128
$5.22M 0.15%
98,009
-18,794
129
$5.22M 0.15%
109,109
+1,227
130
$5.1M 0.14%
55,282
-560
131
$4.94M 0.14%
23,376
-39
132
$4.8M 0.13%
91,765
+2,948
133
$4.73M 0.13%
38,562
-3,845
134
$4.62M 0.13%
99,723
-3,246
135
$4.57M 0.13%
25,798
-1,002
136
$4.57M 0.13%
38,007
-1,330
137
$4.51M 0.13%
62,677
+174
138
$4.51M 0.13%
11,781
-333
139
$4.35M 0.12%
47,879
-11,357
140
$4.31M 0.12%
36,945
-3,268
141
$4.07M 0.11%
32,388
+32,277
142
$4.02M 0.11%
16,290
-1,024
143
$4M 0.11%
31,368
+24,191
144
$4M 0.11%
17,229
+13
145
$3.98M 0.11%
94,111
-6,808
146
$3.92M 0.11%
31,076
-2,135
147
$3.86M 0.11%
13,832
-4,999
148
$3.82M 0.11%
95,072
-144,347
149
$3.73M 0.1%
31,704
-133
150
$3.66M 0.1%
12,173
-4,117
4 5
6
7 8