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
2026
$926 ﹤0.01%
9
2027
$925 ﹤0.01%
28
+23
2028
$917 ﹤0.01%
8
-43
2029
$915 ﹤0.01%
16
+10
2030
$907 ﹤0.01%
+7
2031
$901 ﹤0.01%
144
-39
2032
$901 ﹤0.01%
24
2033
$898 ﹤0.01%
+153
2034
$894 ﹤0.01%
297
+77
2035
$891 ﹤0.01%
123
2036
$884 ﹤0.01%
132
+83
2037
$878 ﹤0.01%
+28
2038
$875 ﹤0.01%
+11
2039
$863 ﹤0.01%
36
+6
2040
$863 ﹤0.01%
+2
2041
$859 ﹤0.01%
65
+19
2042
$856 ﹤0.01%
21
-19
2043
$848 ﹤0.01%
45
2044
$848 ﹤0.01%
387
2045
$847 ﹤0.01%
29
2046
$846 ﹤0.01%
9
2047
$843 ﹤0.01%
396
+304
2048
$843 ﹤0.01%
25
2049
$842 ﹤0.01%
39
2050
$841 ﹤0.01%
79
80 81
82
83 84