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
2001
$1.06K ﹤0.01%
105
2002
$1.05K ﹤0.01%
116
+42
2003
$1.04K ﹤0.01%
9
+7
2004
$1.04K ﹤0.01%
+18
2005
$1.03K ﹤0.01%
11
+8
2006
$1.02K ﹤0.01%
26
-34
2007
$1.01K ﹤0.01%
37
+7
2008
$1.01K ﹤0.01%
+28
2009
$1.01K ﹤0.01%
+33
2010
$1.01K ﹤0.01%
333
-1,007
2011
$1K ﹤0.01%
33
2012
$983 ﹤0.01%
12
+1
2013
$982 ﹤0.01%
+124
2014
$979 ﹤0.01%
177
2015
$979 ﹤0.01%
+35
2016
$972 ﹤0.01%
+36
2017
$969 ﹤0.01%
11
2018
$967 ﹤0.01%
30
2019
$965 ﹤0.01%
+9
2020
$965 ﹤0.01%
+11
2021
$951 ﹤0.01%
+18
2022
$949 ﹤0.01%
18
-1
2023
$939 ﹤0.01%
158
-204
2024
$934 ﹤0.01%
+58
2025
$928 ﹤0.01%
+125
79 80
81
82 83