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
2251
$158 ﹤0.01%
8
2252
$156 ﹤0.01%
+7
2253
$152 ﹤0.01%
+120
2254
$141 ﹤0.01%
4
-7
2255
$140 ﹤0.01%
10
-80
2256
$137 ﹤0.01%
11
-83
2257
$135 ﹤0.01%
2
2258
$134 ﹤0.01%
13
-3
2259
$130 ﹤0.01%
11
-39
2260
$127 ﹤0.01%
+3
2261
$124 ﹤0.01%
5
2262
$124 ﹤0.01%
+5
2263
$123 ﹤0.01%
+15
2264
$121 ﹤0.01%
4
2265
$121 ﹤0.01%
1
2266
$118 ﹤0.01%
+3
2267
$112 ﹤0.01%
+31
2268
$107 ﹤0.01%
11
-54
2269
$104 ﹤0.01%
7
-97
2270
$99 ﹤0.01%
1
-39
2271
$95 ﹤0.01%
+3
2272
$93 ﹤0.01%
4
-24
2273
$92 ﹤0.01%
8
2274
$85 ﹤0.01%
+1
2275
$81 ﹤0.01%
3
-64
89 90
91
92 93