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
2276
$73 ﹤0.01%
+4
2277
$70 ﹤0.01%
537
2278
$68 ﹤0.01%
29
2279
$61 ﹤0.01%
+4
2280
$56 ﹤0.01%
4
-4
2281
$49 ﹤0.01%
+2
2282
$37 ﹤0.01%
1
2283
$18 ﹤0.01%
36
2284
$16 ﹤0.01%
157
2285
$1 ﹤0.01%
+1
2286
– –
-115
2287
$0 ﹤0.01%
2,265
2288
– –
-22
2289
$0 ﹤0.01%
150
2290
$0 ﹤0.01%
3,000
2291
– –
-8,700
2292
$0 ﹤0.01%
3,333
2293
$0 ﹤0.01%
54
2294
$0 ﹤0.01%
3
2295
$0 ﹤0.01%
1,300
2296
$0 ﹤0.01%
24
2297
$0 ﹤0.01%
300
2298
– –
-5,629
2299
– –
-48
2300
– –
-98
90 91
92
93 94