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
1801
$2.19K ﹤0.01%
39
+15
1802
$2.17K ﹤0.01%
12
1803
$2.17K ﹤0.01%
109
-17
1804
$2.16K ﹤0.01%
222
+158
1805
$2.16K ﹤0.01%
451
-72
1806
$2.15K ﹤0.01%
+41
1807
$2.15K ﹤0.01%
24
1808
$2.14K ﹤0.01%
62
+18
1809
$2.14K ﹤0.01%
229
1810
$2.13K ﹤0.01%
26
1811
$2.12K ﹤0.01%
+1,270
1812
$2.12K ﹤0.01%
+6
1813
$2.12K ﹤0.01%
26
1814
$2.11K ﹤0.01%
402
1815
$2.08K ﹤0.01%
140
1816
$2.08K ﹤0.01%
108
+17
1817
$2.07K ﹤0.01%
56
-3
1818
$2.07K ﹤0.01%
6
+1
1819
$2.07K ﹤0.01%
43
+16
1820
$2.06K ﹤0.01%
32
1821
$2.04K ﹤0.01%
225
+72
1822
$2.04K ﹤0.01%
168
-25
1823
$2.03K ﹤0.01%
71
1824
$2.03K ﹤0.01%
21
1825
$2.03K ﹤0.01%
22
71 72
73
74 75