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
1876
$1.63K ﹤0.01%
24
1877
$1.62K ﹤0.01%
87
-38
1878
$1.62K ﹤0.01%
50
-74
1879
$1.62K ﹤0.01%
+139
1880
$1.61K ﹤0.01%
38
1881
$1.61K ﹤0.01%
16
+13
1882
$1.59K ﹤0.01%
13
1883
$1.58K ﹤0.01%
19
+9
1884
$1.58K ﹤0.01%
+25
1885
$1.58K ﹤0.01%
+72
1886
$1.57K ﹤0.01%
+54
1887
$1.56K ﹤0.01%
66
1888
$1.56K ﹤0.01%
14
1889
$1.56K ﹤0.01%
113
1890
$1.56K ﹤0.01%
+53
1891
$1.55K ﹤0.01%
46
+22
1892
$1.55K ﹤0.01%
121
1893
$1.55K ﹤0.01%
350
+306
1894
$1.55K ﹤0.01%
306
1895
$1.55K ﹤0.01%
437
+383
1896
$1.54K ﹤0.01%
158
+56
1897
$1.53K ﹤0.01%
16
+12
1898
$1.53K ﹤0.01%
5
1899
$1.53K ﹤0.01%
+301
1900
$1.52K ﹤0.01%
51
74 75
76
77 78