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
2176
$373 ﹤0.01%
+30
2177
$373 ﹤0.01%
10
2178
$373 ﹤0.01%
9,300
2179
$370 ﹤0.01%
9
2180
$370 ﹤0.01%
8
2181
$369 ﹤0.01%
4
+1
2182
$366 ﹤0.01%
24
2183
$363 ﹤0.01%
12
-5
2184
$361 ﹤0.01%
204
-80
2185
$358 ﹤0.01%
7
2186
$352 ﹤0.01%
3
2187
$352 ﹤0.01%
23
-228
2188
$350 ﹤0.01%
+12
2189
$350 ﹤0.01%
8
2190
$348 ﹤0.01%
+10
2191
$339 ﹤0.01%
24
-2
2192
$338 ﹤0.01%
+19
2193
$338 ﹤0.01%
7
2194
$336 ﹤0.01%
20
-92
2195
$335 ﹤0.01%
10
2196
$331 ﹤0.01%
+20
2197
$329 ﹤0.01%
35
2198
$323 ﹤0.01%
+12
2199
$322 ﹤0.01%
18
2200
$321 ﹤0.01%
+14
86 87
88
89 90