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
276
$442K 0.03%
15,883
-622
277
$440K 0.03%
2,417
-1,401
278
$439K 0.03%
8,226
-763
279
$435K 0.03%
+7,135
280
$428K 0.03%
8,576
+707
281
$428K 0.03%
5,553
+471
282
$421K 0.03%
5,889
+1,596
283
$418K 0.03%
11,023
+898
284
$417K 0.03%
11,792
+968
285
$400K 0.03%
3,545
-138
286
$396K 0.03%
22,607
+1,771
287
$395K 0.03%
31,040
+2,592
288
$393K 0.03%
10,000
-50,605
289
$388K 0.03%
8,509
+713
290
$378K 0.03%
10,710
+257
291
$375K 0.03%
7,845
+680
292
$375K 0.03%
5,849
+1,644
293
$368K 0.03%
4,886
-92
294
$365K 0.03%
6,740
+79
295
$362K 0.03%
+9,200
296
$357K 0.03%
+13,382
297
$351K 0.03%
2,355
-42
298
$351K 0.03%
5,980
-266
299
$350K 0.03%
6,230
300
$342K 0.03%
932
+15
10 11
12
13 14