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
401
$65.8K ﹤0.01%
928
-87
402
$64.5K ﹤0.01%
601
-34
403
$63.9K ﹤0.01%
+647
404
$63.5K ﹤0.01%
1,714
405
$63.1K ﹤0.01%
1,200
406
$62.6K ﹤0.01%
365
-4,034
407
$61.9K ﹤0.01%
1,106
-82
408
$59.8K ﹤0.01%
3,600
-256
409
$58.8K ﹤0.01%
220
410
$58.2K ﹤0.01%
449
+267
411
$58.1K ﹤0.01%
661
-100
412
$57.7K ﹤0.01%
502
-282
413
$57K ﹤0.01%
307
+273
414
$55.6K ﹤0.01%
832
415
$55.2K ﹤0.01%
+804
416
$53.2K ﹤0.01%
594
-27
417
$53.1K ﹤0.01%
353
+160
418
$51.8K ﹤0.01%
1,595
419
$51.2K ﹤0.01%
1,127
420
$51K ﹤0.01%
2,972
421
$50.8K ﹤0.01%
150
422
$49.2K ﹤0.01%
800
-646
423
$48.9K ﹤0.01%
667
-32
424
$48.2K ﹤0.01%
556
-981
425
$47.9K ﹤0.01%
+2,800
15 16
17
18 19