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
2151
$432 ﹤0.01%
+56
2152
$430 ﹤0.01%
9
2153
$428 ﹤0.01%
7
2154
$428 ﹤0.01%
28
2155
$427 ﹤0.01%
+34
2156
$425 ﹤0.01%
86
2157
$425 ﹤0.01%
61
2158
$422 ﹤0.01%
+5
2159
$421 ﹤0.01%
1,258
2160
$415 ﹤0.01%
+39
2161
$411 ﹤0.01%
3
2162
$407 ﹤0.01%
35
2163
$406 ﹤0.01%
10
-5
2164
$406 ﹤0.01%
4
+1
2165
$404 ﹤0.01%
+58
2166
$402 ﹤0.01%
24
2167
$399 ﹤0.01%
9
2168
$398 ﹤0.01%
+8
2169
$395 ﹤0.01%
7
2170
$395 ﹤0.01%
11
-4
2171
$389 ﹤0.01%
21
+8
2172
$379 ﹤0.01%
18
-348
2173
$379 ﹤0.01%
45
+21
2174
$376 ﹤0.01%
+4
2175
$373 ﹤0.01%
+8
85 86
87
88 89