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
1476
$5.63K ﹤0.01%
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1477
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+5
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1495
$5.42K ﹤0.01%
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+1
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$5.42K ﹤0.01%
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+39
1497
$5.41K ﹤0.01%
+450
1498
$5.41K ﹤0.01%
664
1499
$5.36K ﹤0.01%
78
1500
$5.36K ﹤0.01%
113