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
301
$342K 0.03%
6,231
-541
302
$341K 0.03%
12,237
-362
303
$339K 0.03%
6,240
-150
304
$335K 0.02%
5,686
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305
$334K 0.02%
18,112
306
$328K 0.02%
6,520
307
$326K 0.02%
3,265
-50
308
$317K 0.02%
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-397
309
$307K 0.02%
8,928
-2,521
310
$300K 0.02%
4,836
-270
311
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6,971
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312
$299K 0.02%
6,046
313
$299K 0.02%
14,300
314
$286K 0.02%
2,101
315
$273K 0.02%
1,679
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316
$264K 0.02%
4,493
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317
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318
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4,650
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319
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11,960
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320
$238K 0.02%
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321
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3,250
-1,059
322
$234K 0.02%
2,168
-9,227
323
$234K 0.02%
2,760
-198
324
$232K 0.02%
7,545
-100
325
$222K 0.02%
1,458
+100
11 12
13
14 15