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
151
$3.62M 0.1%
13,092
-2,852
152
$3.56M 0.1%
134,089
-24,791
153
$3.46M 0.1%
11,923
-215
154
$3.37M 0.09%
22,310
-200
155
$3.36M 0.09%
18,471
-6,275
156
$3.35M 0.09%
17,400
-726
157
$3.28M 0.09%
42,931
-1,191
158
$3.28M 0.09%
21,984
-6,986
159
$3.28M 0.09%
17,860
-746
160
$3.21M 0.09%
30,365
-4,330
161
$3.19M 0.09%
12,116
-2,413
162
$3.18M 0.09%
85,465
-9,881
163
$3.16M 0.09%
23,396
-5,499
164
$3.15M 0.09%
137,971
+137,935
165
$3.11M 0.09%
25,616
-90
166
$2.96M 0.08%
24,167
-7,777
167
$2.94M 0.08%
63,731
+356
168
$2.92M 0.08%
8,367
-2,280
169
$2.91M 0.08%
97,384
+7,712
170
$2.9M 0.08%
4,069
-470
171
$2.89M 0.08%
17,770
-4,883
172
$2.88M 0.08%
27,270
+8,191
173
$2.83M 0.08%
37,731
+3,839
174
$2.77M 0.08%
63,827
-1,591
175
$2.72M 0.08%
57,186
-1,243
5 6
7
8 9