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
1926
$1.38K ﹤0.01%
91
1927
$1.38K ﹤0.01%
+40
1928
$1.36K ﹤0.01%
+12
1929
$1.36K ﹤0.01%
97
+88
1930
$1.36K ﹤0.01%
128
-507
1931
$1.35K ﹤0.01%
123
1932
$1.35K ﹤0.01%
52
1933
$1.34K ﹤0.01%
23
1934
$1.34K ﹤0.01%
26
+15
1935
$1.34K ﹤0.01%
34
+27
1936
$1.34K ﹤0.01%
8
1937
$1.34K ﹤0.01%
18
+1
1938
$1.33K ﹤0.01%
+78
1939
$1.33K ﹤0.01%
10
1940
$1.33K ﹤0.01%
15
1941
$1.32K ﹤0.01%
+170
1942
$1.29K ﹤0.01%
+288
1943
$1.29K ﹤0.01%
12
+2
1944
$1.29K ﹤0.01%
13
+11
1945
$1.29K ﹤0.01%
219
1946
$1.29K ﹤0.01%
32
+13
1947
$1.28K ﹤0.01%
68
1948
$1.28K ﹤0.01%
140
+17
1949
$1.28K ﹤0.01%
69
1950
$1.27K ﹤0.01%
+59
76 77
78
79 80