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
376
$103K 0.01%
1,765
377
$102K 0.01%
1,224
378
$102K 0.01%
2,125
379
$101K 0.01%
+1,700
380
$101K 0.01%
2,575
381
$98.9K 0.01%
2,000
382
$98.7K 0.01%
2,015
-20
383
$97.8K 0.01%
4,277
+2,825
384
$97.1K 0.01%
2,000
385
$96.7K 0.01%
3,250
-5,500
386
$94K 0.01%
4,265
+75
387
$87.8K 0.01%
4,328
-168,783
388
$87.4K 0.01%
+4,600
389
$86.8K 0.01%
1,280
390
$86.5K 0.01%
1,292
391
$77.9K 0.01%
856
392
$77.1K 0.01%
370
+199
393
$77K 0.01%
1,172
394
$75.8K 0.01%
3,061
395
$75.4K 0.01%
722
396
$75.1K 0.01%
495
-15
397
$69.6K 0.01%
394
-25
398
$66.6K ﹤0.01%
1,504
399
$66.5K ﹤0.01%
955
400
$66K ﹤0.01%
1,407
14 15
16
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