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
2226
$236 ﹤0.01%
+20
2227
$235 ﹤0.01%
7
-16
2228
$231 ﹤0.01%
7
-19
2229
$227 ﹤0.01%
+10
2230
$227 ﹤0.01%
4
2231
$223 ﹤0.01%
7
-94
2232
$222 ﹤0.01%
19
-13
2233
$218 ﹤0.01%
7
2234
$217 ﹤0.01%
9
2235
$214 ﹤0.01%
+13
2236
$212 ﹤0.01%
18
2237
$200 ﹤0.01%
1
-5
2238
$192 ﹤0.01%
+7
2239
$191 ﹤0.01%
15
2240
$186 ﹤0.01%
+4
2241
$185 ﹤0.01%
4
-4
2242
$184 ﹤0.01%
6
2243
$184 ﹤0.01%
69
2244
$182 ﹤0.01%
+18
2245
$176 ﹤0.01%
8
-10
2246
$173 ﹤0.01%
3
-6
2247
$171 ﹤0.01%
16
2248
$167 ﹤0.01%
2
2249
$166 ﹤0.01%
17
2250
$165 ﹤0.01%
5
88 89
90
91 92