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
451
$37.5K ﹤0.01%
1,000
452
$36.4K ﹤0.01%
+975
453
$36K ﹤0.01%
450
454
$35.1K ﹤0.01%
427
455
$34.9K ﹤0.01%
700
-28
456
$34.2K ﹤0.01%
397
457
$34.2K ﹤0.01%
134
-11
458
$33.7K ﹤0.01%
90
459
$33.4K ﹤0.01%
1,353
460
$31.9K ﹤0.01%
2,666
461
$31.9K ﹤0.01%
+169
462
$31.8K ﹤0.01%
+1,180
463
$31.7K ﹤0.01%
+350
464
$31.6K ﹤0.01%
1,000
465
$31.4K ﹤0.01%
2,285
466
$31.3K ﹤0.01%
184
+30
467
$30.7K ﹤0.01%
238
468
$30.2K ﹤0.01%
1,000
-135
469
$30K ﹤0.01%
426
470
$29.3K ﹤0.01%
150
471
$29.3K ﹤0.01%
325
472
$28.7K ﹤0.01%
3,081
-2
473
$28.6K ﹤0.01%
116
474
$28.4K ﹤0.01%
140
-39
475
$28.1K ﹤0.01%
998
17 18
19
20 21