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
2051
$840 ﹤0.01%
20
-7
2052
$837 ﹤0.01%
88
2053
$836 ﹤0.01%
333
2054
$833 ﹤0.01%
37
2055
$828 ﹤0.01%
20
2056
$825 ﹤0.01%
33
2057
$819 ﹤0.01%
16
2058
$818 ﹤0.01%
30
2059
$818 ﹤0.01%
137
2060
$817 ﹤0.01%
73
2061
$812 ﹤0.01%
119
-160
2062
$805 ﹤0.01%
63
2063
$804 ﹤0.01%
19
2064
$802 ﹤0.01%
240
+191
2065
$800 ﹤0.01%
36
2066
$798 ﹤0.01%
+52
2067
$790 ﹤0.01%
5
+2
2068
$784 ﹤0.01%
9
-2
2069
$783 ﹤0.01%
+23
2070
$781 ﹤0.01%
+28
2071
$778 ﹤0.01%
13
2072
$773 ﹤0.01%
11
+6
2073
$770 ﹤0.01%
481
+291
2074
$767 ﹤0.01%
22
-13
2075
$767 ﹤0.01%
+15
81 82
83
84 85