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
1826
$2.02K ﹤0.01%
33
1827
$2.02K ﹤0.01%
172
+26
1828
$2.01K ﹤0.01%
290
1829
$2.01K ﹤0.01%
28
-19
1830
$2K ﹤0.01%
155
+26
1831
$1.99K ﹤0.01%
64
+2
1832
$1.99K ﹤0.01%
+6
1833
$1.98K ﹤0.01%
143
1834
$1.97K ﹤0.01%
51
+48
1835
$1.93K ﹤0.01%
6
+1
1836
$1.92K ﹤0.01%
152
+94
1837
$1.92K ﹤0.01%
151
+44
1838
$1.9K ﹤0.01%
24
1839
$1.9K ﹤0.01%
234
1840
$1.9K ﹤0.01%
18
1841
$1.9K ﹤0.01%
110
+69
1842
$1.9K ﹤0.01%
151
-20
1843
$1.88K ﹤0.01%
45
1844
$1.86K ﹤0.01%
12
1845
$1.86K ﹤0.01%
24
+6
1846
$1.86K ﹤0.01%
73
1847
$1.83K ﹤0.01%
18
+1
1848
$1.8K ﹤0.01%
16
+14
1849
$1.78K ﹤0.01%
4
1850
$1.78K ﹤0.01%
48
-39
72 73
74
75 76