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
1701
$2.92K ﹤0.01%
112
1702
$2.92K ﹤0.01%
1,148
+648
1703
$2.91K ﹤0.01%
53
+2
1704
$2.91K ﹤0.01%
31
+3
1705
$2.91K ﹤0.01%
+88
1706
$2.91K ﹤0.01%
+77
1707
$2.9K ﹤0.01%
77
-193
1708
$2.89K ﹤0.01%
95
-164
1709
$2.89K ﹤0.01%
91
1710
$2.88K ﹤0.01%
121
+26
1711
$2.88K ﹤0.01%
+213
1712
$2.88K ﹤0.01%
57
1713
$2.88K ﹤0.01%
39
1714
$2.87K ﹤0.01%
42
+4
1715
$2.86K ﹤0.01%
106
-104
1716
$2.85K ﹤0.01%
32
-13
1717
$2.85K ﹤0.01%
117
1718
$2.84K ﹤0.01%
32
+3
1719
$2.83K ﹤0.01%
67
1720
$2.8K ﹤0.01%
14
1721
$2.8K ﹤0.01%
35
-34
1722
$2.77K ﹤0.01%
264
+152
1723
$2.77K ﹤0.01%
40
-5
1724
$2.74K ﹤0.01%
398
+357
1725
$2.74K ﹤0.01%
108
67 68
69
70 71