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
351
$160K 0.01%
+10,652
352
$160K 0.01%
2,752
+480
353
$159K 0.01%
3,408
+64
354
$157K 0.01%
2,076
-210
355
$154K 0.01%
1,860
-72
356
$154K 0.01%
1,456
357
$153K 0.01%
2,694
-586
358
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-10
359
$151K 0.01%
1,000
-106
360
$148K 0.01%
1,356
361
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1,913
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362
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1,245
-124
363
$134K 0.01%
2,436
-1,048
364
$134K 0.01%
1,141
-394
365
$124K 0.01%
2,289
+20
366
$123K 0.01%
2,332
-1,389
367
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368
$117K 0.01%
4,315
-185
369
$117K 0.01%
1,265
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370
$115K 0.01%
4,175
-250
371
$115K 0.01%
2,840
+80
372
$113K 0.01%
1,443
373
$108K 0.01%
1,600
374
$107K 0.01%
3,250
-250
375
$106K 0.01%
654
13 14
15
16 17