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
1951
$1.27K ﹤0.01%
15
1952
$1.27K ﹤0.01%
+68
1953
$1.26K ﹤0.01%
+16
1954
$1.26K ﹤0.01%
+160
1955
$1.26K ﹤0.01%
58
+44
1956
$1.24K ﹤0.01%
94
1957
$1.24K ﹤0.01%
95
1958
$1.24K ﹤0.01%
38
+18
1959
$1.24K ﹤0.01%
+306
1960
$1.24K ﹤0.01%
53
1961
$1.24K ﹤0.01%
+78
1962
$1.23K ﹤0.01%
38
1963
$1.22K ﹤0.01%
5
-4
1964
$1.22K ﹤0.01%
14
+2
1965
$1.22K ﹤0.01%
90
1966
$1.21K ﹤0.01%
59
1967
$1.21K ﹤0.01%
32
1968
$1.2K ﹤0.01%
+73
1969
$1.2K ﹤0.01%
+62
1970
$1.19K ﹤0.01%
48
-39
1971
$1.18K ﹤0.01%
94
+21
1972
$1.18K ﹤0.01%
+86
1973
$1.18K ﹤0.01%
45
-1,358
1974
$1.17K ﹤0.01%
+162
1975
$1.16K ﹤0.01%
16
77 78
79
80 81