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
$1.35B
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.59M
3
+$2.43M
4
SBUX icon
Starbucks
SBUX
+$2.18M
5
BFAM icon
Bright Horizons
BFAM
+$2.12M

Top Sells

1
+$3.96M
2
+$3.42M
3
+$2.56M
4
SFST icon
Southern First Bancshares
SFST
+$1.99M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$1.83M

Sector Composition

1 Financials 10.52%
2 Technology 10.48%
3 Consumer Discretionary 8.37%
4 Healthcare 8.22%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$551K 0.04%
5,353
+475
252
$536K 0.04%
12,347
+12,063
253
$529K 0.04%
10,970
-1,425
254
$523K 0.04%
4,729
+54
255
$518K 0.04%
5,952
+856
256
$512K 0.04%
2,790
+243
257
$512K 0.04%
26,486
+2,263
258
$499K 0.04%
8,016
-25,253
259
$494K 0.04%
4,891
-186
260
$493K 0.04%
4,412
+425
261
$492K 0.04%
8,555
+709
262
$489K 0.04%
3,733
+522
263
$483K 0.04%
5,646
+496
264
$482K 0.04%
3,205
+200
265
$481K 0.04%
5,906
-2,339
266
$479K 0.04%
4,062
+516
267
$475K 0.04%
16,474
+1,302
268
$473K 0.04%
3,031
-950
269
$467K 0.03%
5,665
+504
270
$465K 0.03%
6,502
+548
271
$452K 0.03%
3,867
-13,321
272
$452K 0.03%
2,457
-11
273
$450K 0.03%
12,964
+1,175
274
$448K 0.03%
15,418
-554
275
$442K 0.03%
9,104
-25
9 10
11
12 13