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
1601
$4K ﹤0.01%
212
1602
$3.98K ﹤0.01%
110
1603
$3.95K ﹤0.01%
+421
1604
$3.94K ﹤0.01%
20
1605
$3.94K ﹤0.01%
337
1606
$3.93K ﹤0.01%
319
1607
$3.92K ﹤0.01%
+38
1608
$3.92K ﹤0.01%
83
+22
1609
$3.92K ﹤0.01%
410
1610
$3.9K ﹤0.01%
91
-445
1611
$3.9K ﹤0.01%
267
+128
1612
$3.9K ﹤0.01%
+213
1613
$3.9K ﹤0.01%
64
+40
1614
$3.88K ﹤0.01%
56
1615
$3.87K ﹤0.01%
+66
1616
$3.86K ﹤0.01%
276
-191
1617
$3.85K ﹤0.01%
123
-71
1618
$3.84K ﹤0.01%
294
+161
1619
$3.82K ﹤0.01%
967
-13
1620
$3.79K ﹤0.01%
47
-8
1621
$3.78K ﹤0.01%
147
-91
1622
$3.77K ﹤0.01%
34
+23
1623
$3.75K ﹤0.01%
132
+39
1624
$3.74K ﹤0.01%
88
-26
1625
$3.74K ﹤0.01%
218
+48
63 64
65
66 67