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
1551
$4.57K ﹤0.01%
57
-5
1552
$4.56K ﹤0.01%
81
+45
1553
$4.56K ﹤0.01%
91
1554
$4.56K ﹤0.01%
117
1555
$4.56K ﹤0.01%
150
1556
$4.52K ﹤0.01%
363
1557
$4.51K ﹤0.01%
56
-20
1558
$4.5K ﹤0.01%
254
+193
1559
$4.5K ﹤0.01%
74
+10
1560
$4.47K ﹤0.01%
117
1561
$4.45K ﹤0.01%
121
-4,612
1562
$4.4K ﹤0.01%
225
1563
$4.39K ﹤0.01%
155
-54
1564
$4.38K ﹤0.01%
71
-25
1565
$4.37K ﹤0.01%
45
-10
1566
$4.36K ﹤0.01%
46
-183
1567
$4.34K ﹤0.01%
282
+58
1568
$4.34K ﹤0.01%
591
-44
1569
$4.32K ﹤0.01%
238
1570
$4.32K ﹤0.01%
69
1571
$4.3K ﹤0.01%
128
-13
1572
$4.3K ﹤0.01%
97
+58
1573
$4.29K ﹤0.01%
351
+326
1574
$4.29K ﹤0.01%
20
+19
1575
$4.27K ﹤0.01%
66
61 62
63
64 65