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
1651
$3.54K ﹤0.01%
132
-106
1652
$3.53K ﹤0.01%
300
1653
$3.52K ﹤0.01%
41
1654
$3.47K ﹤0.01%
93
+81
1655
$3.45K ﹤0.01%
70
1656
$3.44K ﹤0.01%
164
1657
$3.44K ﹤0.01%
94
+15
1658
$3.44K ﹤0.01%
146
1659
$3.43K ﹤0.01%
152
1660
$3.41K ﹤0.01%
130
1661
$3.4K ﹤0.01%
113
-5
1662
$3.4K ﹤0.01%
135
1663
$3.39K ﹤0.01%
59
+14
1664
$3.39K ﹤0.01%
76
+17
1665
$3.38K ﹤0.01%
98
1666
$3.37K ﹤0.01%
75
+31
1667
$3.35K ﹤0.01%
74
+1
1668
$3.32K ﹤0.01%
+75
1669
$3.31K ﹤0.01%
90
+76
1670
$3.31K ﹤0.01%
31
1671
$3.31K ﹤0.01%
25
+19
1672
$3.31K ﹤0.01%
26
1673
$3.29K ﹤0.01%
+136
1674
$3.27K ﹤0.01%
135
+14
1675
$3.27K ﹤0.01%
79
65 66
67
68 69