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
1576
$4.25K ﹤0.01%
+300
1577
$4.25K ﹤0.01%
38
1578
$4.24K ﹤0.01%
141
-107
1579
$4.22K ﹤0.01%
51
+5
1580
$4.21K ﹤0.01%
32
-3
1581
$4.19K ﹤0.01%
130
+42
1582
$4.19K ﹤0.01%
200
1583
$4.18K ﹤0.01%
+150
1584
$4.16K ﹤0.01%
+250
1585
$4.12K ﹤0.01%
10
+3
1586
$4.11K ﹤0.01%
363
+126
1587
$4.09K ﹤0.01%
235
1588
$4.09K ﹤0.01%
45
1589
$4.08K ﹤0.01%
+146
1590
$4.08K ﹤0.01%
31
+4
1591
$4.08K ﹤0.01%
44
1592
$4.07K ﹤0.01%
26
-3
1593
$4.07K ﹤0.01%
129
1594
$4.06K ﹤0.01%
87
1595
$4.05K ﹤0.01%
65
+60
1596
$4.05K ﹤0.01%
39
+28
1597
$4.03K ﹤0.01%
+100
1598
$4.01K ﹤0.01%
275
-209
1599
$4.01K ﹤0.01%
110
+54
1600
$4K ﹤0.01%
+71
62 63
64
65 66