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
426
$47.2K ﹤0.01%
2,803
427
$46.2K ﹤0.01%
410
+43
428
$46.2K ﹤0.01%
3,350
429
$45.8K ﹤0.01%
725
430
$45.5K ﹤0.01%
400
-51
431
$44.6K ﹤0.01%
583
-66
432
$44.3K ﹤0.01%
1,267
-1,844
433
$43.5K ﹤0.01%
935
-151
434
$43.5K ﹤0.01%
651
+200
435
$42.8K ﹤0.01%
425
+30
436
$42.6K ﹤0.01%
177
-19
437
$42.4K ﹤0.01%
5,000
438
$42.3K ﹤0.01%
860
-737
439
$42.2K ﹤0.01%
1,282
440
$41.4K ﹤0.01%
1,041
441
$41.1K ﹤0.01%
2,832
-20
442
$41K ﹤0.01%
2,325
443
$40K ﹤0.01%
+2,698
444
$39.9K ﹤0.01%
+528
445
$39.8K ﹤0.01%
1,800
-200
446
$39.7K ﹤0.01%
550
447
$38.6K ﹤0.01%
71
448
$38K ﹤0.01%
400
-175
449
$37.6K ﹤0.01%
2,520
450
$37.5K ﹤0.01%
448
16 17
18
19 20