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
1726
$2.74K ﹤0.01%
+65
1727
$2.74K ﹤0.01%
178
1728
$2.73K ﹤0.01%
35
+20
1729
$2.73K ﹤0.01%
25
1730
$2.73K ﹤0.01%
13
-4
1731
$2.73K ﹤0.01%
555
-1
1732
$2.71K ﹤0.01%
38
-10
1733
$2.7K ﹤0.01%
9
+8
1734
$2.7K ﹤0.01%
810
1735
$2.68K ﹤0.01%
89
+3
1736
$2.68K ﹤0.01%
+54
1737
$2.67K ﹤0.01%
136
+101
1738
$2.65K ﹤0.01%
+66
1739
$2.64K ﹤0.01%
17
+6
1740
$2.63K ﹤0.01%
55
+11
1741
$2.62K ﹤0.01%
77
+60
1742
$2.62K ﹤0.01%
20
+8
1743
$2.6K ﹤0.01%
+98
1744
$2.59K ﹤0.01%
15
+2
1745
$2.56K ﹤0.01%
267
-156
1746
$2.54K ﹤0.01%
186
+27
1747
$2.54K ﹤0.01%
23
-24
1748
$2.53K ﹤0.01%
114
+75
1749
$2.52K ﹤0.01%
32
+24
1750
$2.51K ﹤0.01%
28
+3
68 69
70
71 72