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
176
$2.69M 0.08%
70,191
-45,424
177
$2.66M 0.07%
24,926
+6,078
178
$2.63M 0.07%
8,856
-368
179
$2.62M 0.07%
140,891
+27,508
180
$2.55M 0.07%
3,309
-6
181
$2.55M 0.07%
15,319
-3,194
182
$2.53M 0.07%
5,981
-1,621
183
$2.51M 0.07%
6,242
+3,641
184
$2.44M 0.07%
10,145
+135
185
$2.33M 0.07%
21,596
-188
186
$2.31M 0.06%
6,256
+4,223
187
$2.23M 0.06%
31,804
+7,216
188
$2.23M 0.06%
37,074
-908
189
$2.21M 0.06%
223,672
-14,612
190
$2.19M 0.06%
17,748
+17,681
191
$2.17M 0.06%
46,685
-982
192
$2.14M 0.06%
33,768
+2,980
193
$2.11M 0.06%
11,670
+11,574
194
$2.07M 0.06%
127,061
-5,394
195
$2.04M 0.06%
12,498
-230
196
$1.99M 0.06%
10,907
-54
197
$1.99M 0.06%
47,594
-3,610
198
$1.96M 0.05%
16,941
-271
199
$1.92M 0.05%
19,827
+1,211
200
$1.92M 0.05%
8,725
+255
6 7
8
9 10