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
2101
$605 ﹤0.01%
+38
2102
$604 ﹤0.01%
11
-139
2103
$604 ﹤0.01%
38
+21
2104
$601 ﹤0.01%
10
2105
$596 ﹤0.01%
+30
2106
$588 ﹤0.01%
+9
2107
$586 ﹤0.01%
+19
2108
$575 ﹤0.01%
10
-17
2109
$572 ﹤0.01%
+271
2110
$571 ﹤0.01%
+14
2111
$568 ﹤0.01%
15
2112
$566 ﹤0.01%
+20
2113
$565 ﹤0.01%
+21
2114
$562 ﹤0.01%
30
-35
2115
$559 ﹤0.01%
+15
2116
$558 ﹤0.01%
41
-51
2117
$556 ﹤0.01%
47
-253
2118
$542 ﹤0.01%
+26
2119
$534 ﹤0.01%
+12
2120
$531 ﹤0.01%
19
2121
$528 ﹤0.01%
14
2122
$526 ﹤0.01%
4
-18
2123
$524 ﹤0.01%
25
+11
2124
$524 ﹤0.01%
+18
2125
$519 ﹤0.01%
10
-36
83 84
85
86 87