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
1526
$4.96K ﹤0.01%
+196
1527
$4.96K ﹤0.01%
44
1528
$4.95K ﹤0.01%
126
+97
1529
$4.95K ﹤0.01%
287
+57
1530
$4.92K ﹤0.01%
37
-7
1531
$4.91K ﹤0.01%
124
+44
1532
$4.9K ﹤0.01%
237
-42
1533
$4.88K ﹤0.01%
47
+4
1534
$4.86K ﹤0.01%
2
+1
1535
$4.86K ﹤0.01%
301
+210
1536
$4.84K ﹤0.01%
+20
1537
$4.81K ﹤0.01%
113
1538
$4.78K ﹤0.01%
112
-28
1539
$4.77K ﹤0.01%
46
-2
1540
$4.75K ﹤0.01%
140
+31
1541
$4.74K ﹤0.01%
371
+298
1542
$4.74K ﹤0.01%
57
+3
1543
$4.71K ﹤0.01%
13
-5
1544
$4.7K ﹤0.01%
+312
1545
$4.7K ﹤0.01%
85
1546
$4.69K ﹤0.01%
60
1547
$4.65K ﹤0.01%
108
1548
$4.63K ﹤0.01%
73
1549
$4.62K ﹤0.01%
111
-262
1550
$4.62K ﹤0.01%
+211
60 61
62
63 64