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
1776
$2.34K ﹤0.01%
48
1777
$2.33K ﹤0.01%
50
1778
$2.33K ﹤0.01%
+35
1779
$2.31K ﹤0.01%
631
1780
$2.3K ﹤0.01%
194
+170
1781
$2.3K ﹤0.01%
60
1782
$2.29K ﹤0.01%
122
+66
1783
$2.28K ﹤0.01%
+98
1784
$2.27K ﹤0.01%
36
1785
$2.27K ﹤0.01%
48
-5
1786
$2.27K ﹤0.01%
93
+54
1787
$2.26K ﹤0.01%
40
-1
1788
$2.26K ﹤0.01%
28
1789
$2.25K ﹤0.01%
66
+13
1790
$2.25K ﹤0.01%
12
-1
1791
$2.24K ﹤0.01%
35
-35
1792
$2.24K ﹤0.01%
82
1793
$2.24K ﹤0.01%
104
1794
$2.23K ﹤0.01%
153
1795
$2.23K ﹤0.01%
33
-162
1796
$2.22K ﹤0.01%
240
+153
1797
$2.21K ﹤0.01%
96
+26
1798
$2.2K ﹤0.01%
97
+38
1799
$2.19K ﹤0.01%
41
+14
1800
$2.19K ﹤0.01%
214
+94
70 71
72
73 74