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
1976
$1.16K ﹤0.01%
13
-18
1977
$1.16K ﹤0.01%
+34
1978
$1.15K ﹤0.01%
43
1979
$1.15K ﹤0.01%
36
+25
1980
$1.15K ﹤0.01%
+125
1981
$1.13K ﹤0.01%
98
-26
1982
$1.13K ﹤0.01%
26
+16
1983
$1.13K ﹤0.01%
+144
1984
$1.13K ﹤0.01%
48
+30
1985
$1.12K ﹤0.01%
53
1986
$1.12K ﹤0.01%
69
1987
$1.11K ﹤0.01%
54
1988
$1.11K ﹤0.01%
106
1989
$1.11K ﹤0.01%
18
1990
$1.11K ﹤0.01%
182
+3
1991
$1.11K ﹤0.01%
189
1992
$1.1K ﹤0.01%
15
-4
1993
$1.09K ﹤0.01%
70
1994
$1.09K ﹤0.01%
13
1995
$1.09K ﹤0.01%
12
1996
$1.08K ﹤0.01%
34
1997
$1.07K ﹤0.01%
59
1998
$1.07K ﹤0.01%
64
+9
1999
$1.07K ﹤0.01%
31
2000
$1.06K ﹤0.01%
58
-109
78 79
80
81 82