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
1851
$1.78K ﹤0.01%
31
+11
1852
$1.77K ﹤0.01%
+53
1853
$1.77K ﹤0.01%
257
-306
1854
$1.76K ﹤0.01%
208
+38
1855
$1.76K ﹤0.01%
234
+200
1856
$1.75K ﹤0.01%
14
+6
1857
$1.75K ﹤0.01%
33
1858
$1.75K ﹤0.01%
25
+5
1859
$1.74K ﹤0.01%
124
1860
$1.73K ﹤0.01%
+123
1861
$1.72K ﹤0.01%
153
1862
$1.72K ﹤0.01%
54
+32
1863
$1.72K ﹤0.01%
33
1864
$1.71K ﹤0.01%
184
-725
1865
$1.7K ﹤0.01%
151
-107
1866
$1.7K ﹤0.01%
+66
1867
$1.69K ﹤0.01%
+168
1868
$1.68K ﹤0.01%
45
1869
$1.68K ﹤0.01%
+124
1870
$1.68K ﹤0.01%
31
+9
1871
$1.68K ﹤0.01%
120
+52
1872
$1.67K ﹤0.01%
9
1873
$1.66K ﹤0.01%
92
-26
1874
$1.64K ﹤0.01%
31
-10
1875
$1.64K ﹤0.01%
+459
73 74
75
76 77