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
1676
$3.27K ﹤0.01%
76
1677
$3.25K ﹤0.01%
16
1678
$3.24K ﹤0.01%
+36
1679
$3.24K ﹤0.01%
130
+23
1680
$3.19K ﹤0.01%
932
+657
1681
$3.19K ﹤0.01%
78
1682
$3.18K ﹤0.01%
93
+79
1683
$3.15K ﹤0.01%
125
+6
1684
$3.14K ﹤0.01%
154
1685
$3.13K ﹤0.01%
43
+27
1686
$3.12K ﹤0.01%
46
1687
$3.11K ﹤0.01%
252
1688
$3.09K ﹤0.01%
10
+4
1689
$3.08K ﹤0.01%
108
-30
1690
$3.07K ﹤0.01%
44
+7
1691
$3.06K ﹤0.01%
43
+9
1692
$3.05K ﹤0.01%
20
1693
$3.04K ﹤0.01%
+171
1694
$3.02K ﹤0.01%
125
1695
$3.01K ﹤0.01%
92
+84
1696
$2.97K ﹤0.01%
298
-110
1697
$2.96K ﹤0.01%
442
+130
1698
$2.94K ﹤0.01%
95
+17
1699
$2.94K ﹤0.01%
232
+134
1700
$2.93K ﹤0.01%
100
66 67
68
69 70