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
2126
$510 ﹤0.01%
60
+31
2127
$508 ﹤0.01%
+6
2128
$497 ﹤0.01%
12
2129
$497 ﹤0.01%
12
2130
$495 ﹤0.01%
9
2131
$488 ﹤0.01%
17
2132
$488 ﹤0.01%
8
2133
$488 ﹤0.01%
20
+9
2134
$484 ﹤0.01%
65
2135
$474 ﹤0.01%
10
2136
$469 ﹤0.01%
+37
2137
$467 ﹤0.01%
12
-10
2138
$460 ﹤0.01%
13
2139
$458 ﹤0.01%
6
2140
$449 ﹤0.01%
+77
2141
$446 ﹤0.01%
+23
2142
$446 ﹤0.01%
42
2143
$443 ﹤0.01%
7
2144
$438 ﹤0.01%
36
2145
$437 ﹤0.01%
20
-2
2146
$436 ﹤0.01%
+6
2147
$435 ﹤0.01%
76
2148
$434 ﹤0.01%
+105
2149
$434 ﹤0.01%
+20
2150
$434 ﹤0.01%
31
84 85
86
87 88