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
1751
$2.51K ﹤0.01%
34
-2
1752
$2.51K ﹤0.01%
408
1753
$2.48K ﹤0.01%
69
+14
1754
$2.47K ﹤0.01%
+209
1755
$2.45K ﹤0.01%
17
1756
$2.45K ﹤0.01%
68
-3
1757
$2.45K ﹤0.01%
167
1758
$2.44K ﹤0.01%
24
-17
1759
$2.44K ﹤0.01%
270
+77
1760
$2.44K ﹤0.01%
112
+18
1761
$2.44K ﹤0.01%
55
+53
1762
$2.43K ﹤0.01%
190
+77
1763
$2.41K ﹤0.01%
66
-48
1764
$2.41K ﹤0.01%
34
+4
1765
$2.4K ﹤0.01%
351
+155
1766
$2.4K ﹤0.01%
14
+6
1767
$2.4K ﹤0.01%
90
1768
$2.38K ﹤0.01%
141
+17
1769
$2.38K ﹤0.01%
228
1770
$2.38K ﹤0.01%
16
+1
1771
$2.38K ﹤0.01%
60
-7
1772
$2.37K ﹤0.01%
82
+21
1773
$2.37K ﹤0.01%
67
1774
$2.35K ﹤0.01%
252
+127
1775
$2.34K ﹤0.01%
89
69 70
71
72 73