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
2201
$316 ﹤0.01%
17
2202
$308 ﹤0.01%
65
2203
$307 ﹤0.01%
+8
2204
$307 ﹤0.01%
11
2205
$305 ﹤0.01%
6
2206
$304 ﹤0.01%
+104
2207
$301 ﹤0.01%
+26
2208
$301 ﹤0.01%
81
+56
2209
$294 ﹤0.01%
38
-174
2210
$288 ﹤0.01%
15
+4
2211
$285 ﹤0.01%
11
2212
$283 ﹤0.01%
9
-21
2213
$281 ﹤0.01%
+25
2214
$277 ﹤0.01%
20
+14
2215
$267 ﹤0.01%
+11
2216
$267 ﹤0.01%
+17
2217
$264 ﹤0.01%
6
2218
$263 ﹤0.01%
17
2219
$260 ﹤0.01%
6
-12
2220
$260 ﹤0.01%
8
2221
$260 ﹤0.01%
24
2222
$253 ﹤0.01%
+24
2223
$249 ﹤0.01%
13
-88
2224
$240 ﹤0.01%
6
-50
2225
$238 ﹤0.01%
22
87 88
89
90 91