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
201
$1.91M 0.05%
21,435
+163
202
$1.9M 0.05%
10,239
-990
203
$1.88M 0.05%
8,509
-154
204
$1.83M 0.05%
9,773
+73
205
$1.83M 0.05%
9,748
-36
206
$1.82M 0.05%
2,044
+312
207
$1.8M 0.05%
31,439
+818
208
$1.75M 0.05%
15,840
-14,219
209
$1.72M 0.05%
17,257
+2,472
210
$1.69M 0.05%
30,250
-2,098
211
$1.68M 0.05%
12,666
-5,342
212
$1.67M 0.05%
11,187
+3,194
213
$1.66M 0.05%
9,282
+11
214
$1.62M 0.05%
34,425
-2,735
215
$1.61M 0.05%
35,008
+6,551
216
$1.6M 0.05%
6,149
-752
217
$1.58M 0.04%
30,060
-69,701
218
$1.57M 0.04%
56,427
+6,139
219
$1.57M 0.04%
33,081
+6,155
220
$1.56M 0.04%
21,076
+256
221
$1.54M 0.04%
16,273
+15,122
222
$1.47M 0.04%
29,670
+1,057
223
$1.44M 0.04%
20,959
-19,322
224
$1.37M 0.04%
29,930
-6,823
225
$1.35M 0.04%
16,623
-2,470
7 8
9
10 11